+63.8%
PPL vs RPRX
+66.6%
-2.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.7% | +5.1% | -2.5% | +1.9% |
| 30D | +0.5% | +11.2% | -10.7% | -1.1% |
| 3M | +0.7% | +16.7% | -16.1% | -1.6% |
| 6M | -7.6% | +36.0% | -43.6% | -11.7% |
| YTD | +1.8% | +67.8% | -66.0% | -5.7% |
| 1Y | -0.8% | +76.7% | -77.4% | -8.9% |
| 3Y | +56.9% | +128.1% | -71.2% | +37.7% |
| 5Y | +39.5% | +82.9% | -43.4% | +26.1% |
| All | +63.8% | +66.6% | -2.9% | +47.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling