+247.9%
SOXX vs RPRX
+70.9%
+177.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | +1.4% | -8.4% | +9.8% | +3.5% |
| 30D | -3.6% | -0.6% | -2.9% | -3.6% |
| 3M | -10.2% | +6.4% | -16.6% | -12.1% |
| 6M | +54.2% | +26.6% | +27.6% | +43.0% |
| YTD | +75.2% | +53.8% | +21.4% | +53.3% |
| 1Y | +107.5% | +62.8% | +44.7% | +78.1% |
| 3Y | +226.8% | +118.0% | +108.7% | +154.0% |
| All | +247.9% | +70.9% | +177.0% | +207.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling