+20.0%
PFE vs RPRX
+57.8%
-37.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -4.3% | -4.0% | -0.3% | -3.5% |
| 30D | +2.7% | +4.9% | -2.2% | +1.7% |
| 3M | +10.0% | +9.4% | +0.6% | +8.0% |
| 6M | +7.2% | +33.3% | -26.1% | +1.4% |
| YTD | +17.3% | +59.0% | -41.6% | +7.4% |
| 1Y | +20.3% | +69.2% | -48.9% | +8.8% |
| 3Y | -1.6% | +124.1% | -125.7% | -15.6% |
| 5Y | -21.4% | +77.9% | -99.2% | -30.3% |
| All | +20.0% | +57.8% | -37.8% | +5.4% |
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