+758.3%
PBR vs RPRX
+52.7%
+705.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | +5.4% | -8.4% | +13.7% | +6.1% |
| 30D | +22.9% | -0.6% | +23.5% | +22.8% |
| 3M | +19.6% | +6.4% | +13.2% | +18.8% |
| 6M | +16.5% | +26.6% | -10.1% | +13.7% |
| YTD | +86.7% | +53.8% | +32.9% | +78.4% |
| 1Y | +74.7% | +62.8% | +11.9% | +65.6% |
| 3Y | +102.6% | +118.0% | -15.5% | +84.3% |
| 5Y | +566.6% | +71.2% | +495.4% | +519.7% |
| All | +758.3% | +52.7% | +705.6% | +690.4% |
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