+47.1%
PPL vs RPRX
+86.5%
-39.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.1% |
| 7D | -0.4% | +3.3% | -3.7% | -1.1% |
| 30D | +2.6% | +17.9% | -15.2% | -1.2% |
| 3M | +0.8% | +19.2% | -18.4% | -3.3% |
| 6M | +1.4% | +31.7% | -30.3% | -5.1% |
| YTD | +4.3% | +82.5% | -78.2% | -9.9% |
| 1Y | +0.8% | +78.4% | -77.7% | -12.5% |
| 3Y | +57.9% | +177.0% | -119.0% | +20.0% |
| All | +47.1% | +86.5% | -39.4% | +26.3% |
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