+75.9%
RPRX vs PFGC
+110.5%
-34.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.9% | -3.4% | -5.0% |
| 7D | -2.8% | -2.4% | -0.3% | -2.4% |
| 30D | +7.2% | -15.8% | +22.9% | +10.2% |
| 3M | +10.9% | -0.6% | +11.5% | +10.8% |
| 6M | +34.6% | +10.7% | +23.9% | +31.9% |
| YTD | +59.0% | +7.6% | +51.3% | +56.0% |
| 1Y | +72.5% | -7.8% | +80.3% | +73.8% |
| 3Y | +124.1% | +63.7% | +60.4% | +97.9% |
| 5Y | +75.9% | +112.3% | -36.3% | +43.3% |
| All | +75.9% | +110.5% | -34.6% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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