+362.5%
QLD vs RPRX
+79.7%
+282.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.8% | 0.0% |
| 7D | +12.5% | +2.1% | +10.4% | +11.6% |
| 30D | -15.7% | +21.9% | -37.6% | -22.7% |
| 3M | -11.9% | +16.9% | -28.8% | -17.9% |
| 6M | -10.3% | +34.5% | -44.8% | -22.2% |
| YTD | +15.6% | +80.9% | -65.3% | -12.8% |
| 1Y | +12.1% | +77.6% | -65.5% | -14.7% |
| 3Y | +150.7% | +173.5% | -22.9% | +49.6% |
| 5Y | +86.6% | +84.9% | +1.7% | +42.2% |
| All | +362.5% | +79.7% | +282.8% | +245.8% |
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 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