+819.3%
GE vs RPRX
+80.6%
+738.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.2% |
| 7D | +2.7% | +3.0% | -0.3% | +2.1% |
| 30D | +8.1% | +17.5% | -9.4% | +4.8% |
| 3M | -7.9% | +18.8% | -26.7% | -11.0% |
| 6M | +12.9% | +31.3% | -18.4% | +6.7% |
| YTD | +8.2% | +81.8% | -73.7% | -4.1% |
| 1Y | +9.7% | +77.8% | -68.2% | -2.4% |
| 3Y | +266.1% | +176.0% | +90.1% | +196.4% |
| 5Y | +407.4% | +85.8% | +321.5% | +344.4% |
| All | +819.3% | +80.6% | +738.7% | +699.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling