+0.5%
FERG vs RPRX
+65.1%
-64.6%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -2.6% | -8.4% | +5.8% | -1.1% |
| 30D | -8.9% | -0.6% | -8.3% | -8.8% |
| 3M | -2.0% | +6.4% | -8.5% | -3.7% |
| 6M | -3.2% | +26.6% | -29.8% | -10.0% |
| YTD | +1.5% | +53.8% | -52.3% | -9.7% |
| 1Y | +0.5% | +62.8% | -62.3% | -12.7% |
| All | +0.5% | +65.1% | -64.6% | -12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling