+826.9%
NVT vs RPRX
+52.7%
+774.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.2% | +4.9% | +4.7% |
| 7D | +4.1% | -8.4% | +12.4% | +5.7% |
| 30D | -5.1% | -0.6% | -4.5% | -5.2% |
| 3M | -1.2% | +6.4% | -7.6% | -2.9% |
| 6M | +46.6% | +26.6% | +20.0% | +38.4% |
| YTD | +60.0% | +53.8% | +6.2% | +44.8% |
| 1Y | +70.8% | +62.8% | +8.0% | +52.5% |
| 3Y | +187.5% | +118.0% | +69.5% | +138.3% |
| 5Y | +426.1% | +71.2% | +355.0% | +365.3% |
| All | +826.9% | +52.7% | +774.2% | +723.6% |
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