+100.0%
PBR vs RPRX
+123.5%
-23.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +0.3% | -4.0% | +4.3% | +0.5% |
| 30D | +17.5% | +4.9% | +12.6% | +17.0% |
| 3M | +20.9% | +9.4% | +11.5% | +20.0% |
| 6M | +20.2% | +33.3% | -13.0% | +17.2% |
| YTD | +84.3% | +59.0% | +25.3% | +76.2% |
| 1Y | +77.1% | +69.2% | +7.9% | +67.1% |
| All | +100.0% | +123.5% | -23.5% | +79.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling