+72.0%
GEN vs RPRX
+66.6%
+5.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | -1.2% | +5.1% | -6.3% | -2.1% |
| 30D | +10.1% | +11.2% | -1.1% | +7.8% |
| 3M | +16.1% | +16.7% | -0.6% | +12.4% |
| 6M | +38.9% | +36.0% | +2.9% | +30.2% |
| YTD | +14.4% | +67.8% | -53.4% | +2.7% |
| 1Y | +5.9% | +76.7% | -70.8% | -6.3% |
| 3Y | +58.8% | +128.1% | -69.3% | +32.4% |
| 5Y | +24.7% | +82.9% | -58.2% | +8.7% |
| All | +72.0% | +66.6% | +5.3% | +48.9% |
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 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