+134.1%
PSX vs RPRX
+126.7%
+7.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.3% | +6.9% | +2.1% |
| 7D | +2.8% | -2.8% | +5.6% | +3.0% |
| 30D | +27.8% | +7.2% | +20.6% | +26.8% |
| 3M | +42.0% | +10.9% | +31.1% | +40.5% |
| 6M | +58.1% | +34.6% | +23.6% | +53.4% |
| YTD | +105.0% | +59.0% | +46.1% | +95.0% |
| 1Y | +104.9% | +72.5% | +32.4% | +92.9% |
| 3Y | +134.1% | +124.1% | +10.0% | +114.8% |
| All | +134.1% | +126.7% | +7.4% | +114.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling