+149.8%
QQQM vs RPRX
+52.0%
+97.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.0% | +2.0% | -0.4% |
| 7D | -1.3% | -8.0% | +6.8% | +0.5% |
| 30D | -1.4% | +2.1% | -3.4% | -1.9% |
| 3M | +2.2% | +8.2% | -6.0% | +0.1% |
| 6M | +16.9% | +28.9% | -12.0% | +9.7% |
| YTD | +15.7% | +54.1% | -38.5% | +4.0% |
| 1Y | +22.7% | +65.5% | -42.9% | +8.2% |
| 3Y | +93.9% | +117.3% | -23.4% | +58.0% |
| 5Y | +94.6% | +71.6% | +23.0% | +72.3% |
| All | +149.8% | +52.0% | +97.8% | +127.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling