+13.1%
PSA vs RPRX
+77.0%
-63.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -2.2% | -4.0% | +1.8% | -1.2% |
| 30D | -9.6% | +4.9% | -14.5% | -10.8% |
| 3M | -7.9% | +9.4% | -17.3% | -10.3% |
| 6M | -2.0% | +33.3% | -35.3% | -9.6% |
| YTD | +15.7% | +59.0% | -43.2% | +1.8% |
| 1Y | +5.8% | +69.2% | -63.5% | -8.9% |
| 3Y | +21.6% | +124.1% | -102.5% | -4.4% |
| 5Y | +13.1% | +77.9% | -64.7% | -2.8% |
| All | +13.1% | +77.0% | -63.8% | -2.8% |
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