+19.3%
TECH vs RPRX
+80.9%
-61.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.4% |
| 7D | +0.2% | +4.6% | -4.4% | -1.4% |
| 30D | +0.5% | +22.0% | -21.5% | -6.5% |
| 3M | +1.1% | +20.3% | -19.2% | -5.7% |
| 6M | +51.0% | +37.9% | +13.1% | +33.4% |
| YTD | +24.4% | +82.2% | -57.9% | -1.4% |
| 1Y | +27.4% | +83.7% | -56.2% | +0.8% |
| 3Y | +28.5% | +175.4% | -147.0% | -13.4% |
| 5Y | -40.9% | +87.7% | -128.6% | -54.4% |
| All | +19.3% | +80.9% | -61.6% | -9.0% |
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