+219.9%
FDX vs RPRX
+53.1%
+166.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.9% | +1.5% |
| 7D | -3.9% | -8.0% | +4.2% | -2.1% |
| 30D | -3.3% | +2.1% | -5.4% | -3.8% |
| 3M | -2.0% | +8.2% | -10.2% | -3.8% |
| 6M | +8.0% | +28.9% | -20.8% | +2.0% |
| YTD | +35.0% | +54.1% | -19.1% | +22.8% |
| 1Y | +73.7% | +65.5% | +8.1% | +55.4% |
| 3Y | +61.6% | +117.3% | -55.7% | +36.0% |
| 5Y | +65.4% | +71.6% | -6.2% | +47.0% |
| All | +219.9% | +53.1% | +166.8% | +186.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling