+417.9%
GE vs RPRX
+77.0%
+341.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -1.2% | -4.0% | +2.8% | -0.2% |
| 30D | -11.3% | +4.9% | -16.2% | -12.5% |
| 3M | -1.4% | +9.4% | -10.8% | -4.0% |
| 6M | +1.2% | +33.3% | -32.1% | -6.7% |
| YTD | +5.9% | +59.0% | -53.0% | -6.6% |
| 1Y | +18.4% | +69.2% | -50.8% | +2.3% |
| 3Y | +271.0% | +124.1% | +146.9% | +194.2% |
| 5Y | +417.9% | +77.9% | +340.1% | +355.2% |
| All | +417.9% | +77.0% | +341.0% | +355.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling