+48.5%
PPL vs RPRX
+91.5%
-43.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +0.4% | +0.2% | +0.2% | +0.4% |
| 30D | +5.4% | +18.6% | -13.1% | +1.5% |
| 3M | +4.3% | +18.0% | -13.7% | +0.3% |
| 6M | -1.3% | +33.8% | -35.1% | -7.8% |
| YTD | +4.7% | +76.6% | -71.9% | -8.5% |
| 1Y | +1.3% | +68.2% | -67.0% | -10.6% |
| 3Y | +57.2% | +161.5% | -104.3% | +22.3% |
| All | +48.5% | +91.5% | -43.0% | +28.2% |
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