+20.6%
GEN vs RPRX
+74.2%
-53.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.3% | +2.5% | -1.5% |
| 7D | -0.7% | -2.8% | +2.1% | 0.0% |
| 30D | +2.6% | +7.2% | -4.5% | +0.9% |
| 3M | +15.8% | +10.9% | +4.9% | +12.6% |
| 6M | +33.1% | +34.6% | -1.4% | +23.2% |
| YTD | +11.3% | +59.0% | -47.7% | -1.6% |
| 1Y | +1.7% | +72.5% | -70.9% | -12.5% |
| 3Y | +58.1% | +124.1% | -65.9% | +25.7% |
| 5Y | +20.6% | +75.9% | -55.3% | +4.9% |
| All | +20.6% | +74.2% | -53.6% | +4.9% |
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