+342.4%
SPG vs RPRX
+82.4%
+260.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | +2.7% | +3.6% | -0.9% | +1.8% |
| 30D | +16.6% | +21.2% | -4.6% | +10.7% |
| 3M | +8.1% | +21.6% | -13.6% | +2.3% |
| 6M | +19.3% | +36.7% | -17.4% | +9.3% |
| YTD | +31.1% | +83.7% | -52.6% | +10.6% |
| 1Y | +32.8% | +83.2% | -50.4% | +12.0% |
| 3Y | +135.8% | +177.7% | -41.9% | +74.4% |
| 5Y | +85.1% | +95.8% | -10.7% | +51.6% |
| All | +342.4% | +82.4% | +260.0% | +257.9% |
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