+18.7%
TECH vs RPRX
+66.6%
-47.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.2% | -0.1% |
| 7D | +0.1% | +5.1% | -5.0% | -1.7% |
| 30D | +0.7% | +11.2% | -10.5% | -3.2% |
| 3M | +36.3% | +16.7% | +19.6% | +28.4% |
| 6M | +25.6% | +36.0% | -10.4% | +11.4% |
| YTD | +23.7% | +67.8% | -44.1% | +1.2% |
| 1Y | +37.6% | +76.7% | -39.1% | +10.2% |
| 3Y | -6.6% | +128.1% | -134.7% | -32.6% |
| 5Y | -42.2% | +82.9% | -125.1% | -54.6% |
| All | +18.7% | +66.6% | -47.9% | -6.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling