+2.7%
PTC vs RPRX
+74.2%
-71.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -5.3% | -0.2% | -4.2% |
| 7D | -12.8% | -2.8% | -10.0% | -12.2% |
| 30D | -9.8% | +7.2% | -16.9% | -11.2% |
| 3M | -2.1% | +10.9% | -13.0% | -4.6% |
| 6M | -18.1% | +34.6% | -52.7% | -24.3% |
| YTD | -23.5% | +59.0% | -82.5% | -32.4% |
| 1Y | -37.4% | +72.5% | -109.9% | -46.2% |
| 3Y | -7.2% | +124.1% | -131.3% | -27.6% |
| 5Y | +2.7% | +75.9% | -73.2% | -9.7% |
| All | +2.7% | +74.2% | -71.5% | -9.7% |
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 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