+300.2%
NRG vs RPRX
+52.7%
+247.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.9% | +1.7% |
| 7D | -4.7% | -8.4% | +3.7% | -3.1% |
| 30D | -6.0% | -0.6% | -5.3% | -5.9% |
| 3M | -8.0% | +6.4% | -14.4% | -9.3% |
| 6M | -23.2% | +26.6% | -49.8% | -27.0% |
| YTD | -28.1% | +53.8% | -81.8% | -34.4% |
| 1Y | -27.3% | +62.8% | -90.1% | -34.6% |
| 3Y | +208.7% | +118.0% | +90.6% | +159.0% |
| 5Y | +197.7% | +71.2% | +126.5% | +165.8% |
| All | +300.2% | +52.7% | +247.5% | +257.5% |
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