+368.5%
PSX vs RPRX
+77.0%
+291.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.8% | -4.0% | +5.8% | +2.5% |
| 30D | +21.6% | +4.9% | +16.7% | +20.5% |
| 3M | +46.5% | +9.4% | +37.1% | +44.0% |
| 6M | +62.0% | +33.3% | +28.7% | +53.4% |
| YTD | +106.3% | +59.0% | +47.4% | +88.7% |
| 1Y | +103.0% | +69.2% | +33.7% | +83.0% |
| 3Y | +135.5% | +124.1% | +11.4% | +99.3% |
| 5Y | +368.5% | +77.9% | +290.7% | +335.9% |
| All | +368.5% | +77.0% | +291.5% | +335.9% |
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