+98.3%
NVS vs RPRX
+52.7%
+45.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -14.3% | -8.4% | -5.9% | -12.2% |
| 30D | -10.0% | -0.6% | -9.3% | -9.5% |
| 3M | -10.9% | +6.4% | -17.3% | -11.9% |
| 6M | -12.0% | +26.6% | -38.6% | -16.3% |
| YTD | +2.5% | +53.8% | -51.3% | -6.6% |
| 1Y | +10.7% | +62.8% | -52.1% | -0.5% |
| 3Y | +53.3% | +118.0% | -64.7% | +28.8% |
| 5Y | +93.6% | +71.2% | +22.4% | +70.4% |
| All | +98.3% | +52.7% | +45.6% | +74.4% |
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