+420.3%
NVT vs RPRX
+70.9%
+349.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.2% | +4.9% | +4.7% |
| 7D | +4.1% | -8.4% | +12.4% | +5.8% |
| 30D | -5.1% | -0.6% | -4.5% | -5.2% |
| 3M | -1.2% | +6.4% | -7.6% | -3.1% |
| 6M | +46.6% | +26.6% | +20.0% | +37.5% |
| YTD | +60.0% | +53.8% | +6.2% | +43.2% |
| 1Y | +70.8% | +62.8% | +8.0% | +50.5% |
| 3Y | +187.5% | +118.0% | +69.5% | +133.0% |
| All | +420.3% | +70.9% | +349.4% | +360.6% |
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 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