+816.6%
GE vs RPRX
+79.7%
+737.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -3.2% |
| 7D | +5.1% | +2.1% | +3.1% | +4.7% |
| 30D | +7.6% | +21.9% | -14.4% | +3.5% |
| 3M | -9.3% | +16.9% | -26.2% | -12.1% |
| 6M | +11.5% | +34.5% | -23.0% | +4.8% |
| YTD | +7.9% | +80.9% | -73.1% | -4.3% |
| 1Y | +7.6% | +77.6% | -69.9% | -4.2% |
| 3Y | +265.9% | +173.5% | +92.3% | +196.7% |
| 5Y | +405.9% | +84.9% | +321.0% | +343.6% |
| All | +816.6% | +79.7% | +737.0% | +697.6% |
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 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