+234.5%
TD vs RPRX
+53.1%
+181.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.9% | +1.3% |
| 7D | -2.6% | -8.0% | +5.5% | -1.4% |
| 30D | -1.0% | +2.1% | -3.1% | -1.4% |
| 3M | +5.6% | +8.2% | -2.6% | +4.2% |
| 6M | +27.1% | +28.9% | -1.8% | +21.8% |
| YTD | +29.4% | +54.1% | -24.7% | +20.5% |
| 1Y | +60.7% | +65.5% | -4.8% | +47.7% |
| 3Y | +127.6% | +117.3% | +10.3% | +98.5% |
| 5Y | +125.4% | +71.6% | +53.8% | +104.7% |
| All | +234.5% | +53.1% | +181.5% | +203.3% |
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