+71.1%
RPRX vs PSLV
+154.2%
-83.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -8.4% | -3.5% | -4.9% | -8.2% |
| 30D | -0.6% | -2.1% | +1.5% | -0.5% |
| 3M | +6.4% | -1.6% | +8.1% | +6.5% |
| 6M | +26.6% | -25.5% | +52.1% | +27.7% |
| YTD | +53.8% | -11.4% | +65.2% | +51.5% |
| 1Y | +62.8% | +48.6% | +14.2% | +54.2% |
| 3Y | +118.0% | +166.9% | -48.8% | +93.3% |
| All | +71.1% | +154.2% | -83.2% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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