+193.0%
RSG vs RPRX
+52.7%
+140.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | 0.0% | -8.4% | +8.4% | +1.1% |
| 30D | +4.0% | -0.6% | +4.6% | +4.0% |
| 3M | +7.4% | +6.4% | +0.9% | +6.4% |
| 6M | +0.1% | +26.6% | -26.5% | -3.0% |
| YTD | +6.0% | +53.8% | -47.7% | 0.0% |
| 1Y | -3.0% | +62.8% | -65.8% | -9.3% |
| 3Y | +56.5% | +118.0% | -61.5% | +39.6% |
| 5Y | +90.9% | +71.2% | +19.7% | +76.9% |
| All | +193.0% | +52.7% | +140.3% | +168.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling