+413.1%
FN vs RPRX
+81.2%
+331.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +0.8% | -8.1% | -7.4% |
| 7D | +0.3% | +3.3% | -3.1% | -0.1% |
| 30D | -16.5% | +17.9% | -34.4% | -18.4% |
| 3M | -42.1% | +19.2% | -61.3% | -43.6% |
| 6M | -52.9% | +31.7% | -84.6% | -55.1% |
| YTD | -28.0% | +82.5% | -110.4% | -35.0% |
| 1Y | -18.5% | +78.4% | -97.0% | -26.3% |
| 3Y | +93.9% | +177.0% | -83.1% | +62.2% |
| 5Y | +170.5% | +86.5% | +84.0% | +149.3% |
| All | +413.1% | +81.2% | +331.9% | +368.2% |
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