+573.3%
PBF vs RPRX
+53.1%
+520.3%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.0% | +3.8% | +1.5% |
| 7D | +2.3% | -8.0% | +10.4% | +4.4% |
| 30D | +11.6% | +2.1% | +9.5% | +10.7% |
| 3M | +81.7% | +8.2% | +73.5% | +77.6% |
| 6M | +96.4% | +28.9% | +67.6% | +82.1% |
| YTD | +189.5% | +54.1% | +135.3% | +154.0% |
| 1Y | +180.7% | +65.5% | +115.2% | +140.2% |
| 3Y | +56.6% | +117.3% | -60.7% | +20.9% |
| 5Y | +802.0% | +71.6% | +730.4% | +660.8% |
| All | +573.3% | +53.1% | +520.3% | +444.9% |
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 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