+56.1%
RPRX vs EQH
+178.2%
-122.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -4.0% | +1.1% | -5.1% | -4.1% |
| 30D | +4.9% | -1.1% | +6.0% | +5.1% |
| 3M | +9.4% | +25.0% | -15.7% | +5.6% |
| 6M | +33.3% | +33.9% | -0.6% | +27.0% |
| YTD | +59.0% | +11.6% | +47.4% | +55.4% |
| 1Y | +69.2% | +1.5% | +67.7% | +67.7% |
| 3Y | +124.1% | +96.7% | +27.4% | +92.3% |
| 5Y | +77.9% | +93.9% | -16.0% | +51.0% |
| All | +56.1% | +178.2% | -122.2% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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