+458.0%
P vs RPRX
+75.3%
+382.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.6% |
| 7D | -23.8% | +0.2% | -24.0% | -23.8% |
| 30D | -36.6% | +18.6% | -55.2% | -38.8% |
| 3M | +10.9% | +18.0% | -7.1% | +7.1% |
| 6M | +30.0% | +33.8% | -3.8% | +21.5% |
| YTD | +44.4% | +76.6% | -32.2% | +26.6% |
| 1Y | +3.9% | +68.2% | -64.3% | -7.9% |
| 3Y | +176.6% | +161.5% | +15.0% | +115.1% |
| 5Y | +249.3% | +91.4% | +157.9% | +202.4% |
| All | +458.0% | +75.3% | +382.6% | +387.9% |
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