+237.4%
PM vs RPRX
+57.8%
+179.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -1.2% | -4.0% | +2.8% | -0.8% |
| 30D | -0.2% | +4.9% | -5.1% | -0.8% |
| 3M | +4.9% | +9.4% | -4.4% | +3.7% |
| 6M | +9.0% | +33.3% | -24.3% | +5.5% |
| YTD | +17.8% | +59.0% | -41.2% | +11.9% |
| 1Y | +16.8% | +69.2% | -52.4% | +10.0% |
| 3Y | +125.4% | +124.1% | +1.4% | +104.5% |
| 5Y | +128.7% | +77.9% | +50.8% | +113.3% |
| All | +237.4% | +57.8% | +179.6% | +214.9% |
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 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