+262.0%
TER vs RPRX
+137.9%
+124.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.4% | +5.5% |
| 7D | +0.6% | +5.1% | -4.5% | -0.3% |
| 30D | -8.3% | +11.2% | -19.5% | -10.2% |
| 3M | -12.2% | +16.7% | -28.9% | -15.4% |
| 6M | +17.1% | +36.0% | -18.9% | +7.6% |
| YTD | +84.7% | +67.8% | +16.9% | +61.3% |
| 1Y | +199.9% | +76.7% | +123.2% | +159.2% |
| All | +262.0% | +137.9% | +124.2% | +201.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling