+228.4%
FDX vs RPRX
+79.2%
+149.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.2% | +1.3% | +3.0% |
| 7D | +0.2% | +3.4% | -3.2% | -0.5% |
| 30D | +9.3% | +20.8% | -11.5% | +4.9% |
| 3M | +0.5% | +21.6% | -21.1% | -3.8% |
| 6M | +5.3% | +36.5% | -31.2% | -1.8% |
| YTD | +38.6% | +80.4% | -41.8% | +21.8% |
| 1Y | +53.5% | +81.8% | -28.3% | +34.7% |
| 3Y | +74.2% | +170.9% | -96.6% | +39.9% |
| 5Y | +75.3% | +95.2% | -19.9% | +51.0% |
| All | +228.4% | +79.2% | +149.2% | +184.4% |
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