+572.2%
PBR vs RPRX
+72.5%
+499.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.0% | +5.2% | +2.3% |
| 7D | +4.2% | -8.0% | +12.3% | +4.7% |
| 30D | +22.7% | +2.1% | +20.7% | +22.5% |
| 3M | +21.5% | +8.2% | +13.3% | +20.8% |
| 6M | +24.0% | +28.9% | -4.9% | +21.6% |
| YTD | +88.2% | +54.1% | +34.1% | +81.8% |
| 1Y | +74.8% | +65.5% | +9.3% | +67.2% |
| 3Y | +105.1% | +117.3% | -12.2% | +89.5% |
| 5Y | +572.2% | +71.6% | +500.6% | +547.9% |
| All | +572.2% | +72.5% | +499.8% | +547.9% |
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 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