+330.6%
PSX vs RPRX
+52.7%
+277.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +1.7% | -8.4% | +10.1% | +3.2% |
| 30D | +15.6% | -0.6% | +16.3% | +15.6% |
| 3M | +46.5% | +6.4% | +40.0% | +44.6% |
| 6M | +55.0% | +26.6% | +28.4% | +48.0% |
| YTD | +105.3% | +53.8% | +51.5% | +88.8% |
| 1Y | +101.6% | +62.8% | +38.8% | +83.1% |
| 3Y | +134.1% | +118.0% | +16.1% | +99.1% |
| 5Y | +368.7% | +71.2% | +297.5% | +321.0% |
| All | +330.6% | +52.7% | +277.9% | +281.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling