+37.7%
PPL vs RPRX
+74.2%
-36.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.3% | +5.2% | +1.0% |
| 7D | +1.8% | -2.8% | +4.5% | +2.3% |
| 30D | -1.1% | +7.2% | -8.2% | -2.6% |
| 3M | 0.0% | +10.9% | -10.9% | -2.3% |
| 6M | -7.6% | +34.6% | -42.1% | -13.5% |
| YTD | +1.7% | +59.0% | -57.2% | -8.4% |
| 1Y | +1.5% | +72.5% | -71.0% | -10.5% |
| 3Y | +55.3% | +124.1% | -68.8% | +27.2% |
| 5Y | +37.7% | +75.9% | -38.2% | +21.1% |
| All | +37.7% | +74.2% | -36.5% | +21.1% |
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 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