+67.0%
GEN vs RPRX
+57.8%
+9.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -2.9% | -4.0% | +1.1% | -2.1% |
| 30D | +2.1% | +4.9% | -2.9% | +1.0% |
| 3M | +19.7% | +9.4% | +10.4% | +17.4% |
| 6M | +33.3% | +33.3% | 0.0% | +25.5% |
| YTD | +11.1% | +59.0% | -47.8% | +0.8% |
| 1Y | +3.0% | +69.2% | -66.2% | -8.1% |
| 3Y | +57.9% | +124.1% | -66.2% | +32.0% |
| 5Y | +20.6% | +77.9% | -57.3% | +5.9% |
| All | +67.0% | +57.8% | +9.1% | +46.1% |
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 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