+26.4%
PFE vs RPRX
+79.7%
-53.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.8% |
| 7D | -2.1% | +2.1% | -4.2% | -2.5% |
| 30D | +3.1% | +21.9% | -18.8% | -1.0% |
| 3M | +11.2% | +16.9% | -5.8% | +7.7% |
| 6M | +15.0% | +34.5% | -19.5% | +8.4% |
| YTD | +23.5% | +80.9% | -57.4% | +10.0% |
| 1Y | +18.9% | +77.6% | -58.7% | +6.3% |
| 3Y | +18.7% | +173.5% | -154.8% | -1.7% |
| 5Y | -24.0% | +84.9% | -109.0% | -34.0% |
| All | +26.4% | +79.7% | -53.3% | +8.1% |
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