+178.5%
EXE vs RPRX
+47.6%
+130.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -0.3% | +5.1% | -5.4% | -1.3% |
| 30D | +8.5% | +11.2% | -2.7% | +6.1% |
| 3M | +5.5% | +16.7% | -11.3% | +2.0% |
| 6M | -5.9% | +36.0% | -41.9% | -12.0% |
| YTD | -9.7% | +67.8% | -77.5% | -19.5% |
| 1Y | +3.6% | +76.7% | -73.1% | -8.8% |
| 3Y | +18.0% | +128.1% | -110.1% | -2.8% |
| 5Y | +109.4% | +82.9% | +26.6% | +85.9% |
| All | +178.5% | +47.6% | +130.9% | +151.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling