+139.4%
QLD vs RPRX
+159.9%
-20.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.6% |
| 7D | -10.3% | +0.2% | -10.4% | -10.3% |
| 30D | -26.1% | +18.6% | -44.6% | -27.6% |
| 3M | -17.8% | +18.0% | -35.8% | -19.4% |
| 6M | -15.6% | +33.8% | -49.4% | -19.5% |
| YTD | +5.4% | +76.6% | -71.2% | -4.5% |
| 1Y | +5.2% | +68.2% | -63.0% | -3.9% |
| 3Y | +139.4% | +161.5% | -22.1% | +112.9% |
| All | +139.4% | +159.9% | -20.4% | +112.9% |
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 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