+38.3%
S vs RPRX
+177.1%
-138.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | +2.0% | +3.3% | -1.4% | +1.8% |
| 30D | -2.7% | +17.9% | -20.6% | -3.3% |
| 3M | -6.9% | +19.2% | -26.1% | -7.4% |
| 6M | +38.1% | +31.7% | +6.3% | +35.9% |
| YTD | +48.0% | +82.5% | -34.5% | +40.8% |
| 1Y | +34.5% | +78.4% | -44.0% | +28.1% |
| 3Y | +38.3% | +177.0% | -138.6% | +23.2% |
| All | +38.3% | +177.1% | -138.7% | +23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling