+122.4%
TD vs RPRX
+77.0%
+45.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -1.9% | -4.0% | +2.1% | -1.2% |
| 30D | -1.6% | +4.9% | -6.5% | -2.6% |
| 3M | +4.6% | +9.4% | -4.7% | +2.6% |
| 6M | +26.8% | +33.3% | -6.5% | +19.1% |
| YTD | +28.3% | +59.0% | -30.6% | +16.0% |
| 1Y | +60.4% | +69.2% | -8.8% | +42.7% |
| 3Y | +125.7% | +124.1% | +1.6% | +85.9% |
| 5Y | +122.4% | +77.9% | +44.5% | +97.6% |
| All | +122.4% | +77.0% | +45.4% | +97.6% |
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