+101.4%
EXE vs RPRX
+77.0%
+24.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -2.7% | -4.0% | +1.3% | -1.9% |
| 30D | -0.4% | +4.9% | -5.3% | -1.5% |
| 3M | +9.5% | +9.4% | +0.1% | +7.1% |
| 6M | -9.3% | +33.3% | -42.6% | -15.5% |
| YTD | -10.9% | +59.0% | -69.9% | -20.5% |
| 1Y | +4.3% | +69.2% | -64.9% | -8.6% |
| 3Y | +18.8% | +124.1% | -105.3% | -4.3% |
| 5Y | +101.4% | +77.9% | +23.6% | +83.3% |
| All | +101.4% | +77.0% | +24.4% | +83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RPRX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling