+192.8%
TER vs RPRX
+166.4%
+26.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +2.2% | +10.5% | +12.5% |
| 7D | -5.8% | +3.4% | -9.1% | -6.1% |
| 30D | -38.9% | +20.8% | -59.7% | -40.4% |
| 3M | -35.1% | +21.6% | -56.7% | -37.0% |
| 6M | -31.6% | +36.5% | -68.1% | -36.2% |
| YTD | +27.2% | +80.4% | -53.2% | +10.6% |
| 1Y | +35.2% | +81.8% | -46.6% | +17.3% |
| 3Y | +192.8% | +170.9% | +21.9% | +142.2% |
| All | +192.8% | +166.4% | +26.4% | +142.2% |
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