+219.1%
TER vs RPRX
+74.2%
+144.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -5.3% | +9.5% | +6.0% |
| 7D | +11.0% | -2.8% | +13.7% | +11.8% |
| 30D | -1.9% | +7.2% | -9.0% | -4.6% |
| 3M | -0.7% | +10.9% | -11.6% | -5.4% |
| 6M | +36.4% | +34.6% | +1.8% | +19.8% |
| YTD | +92.4% | +59.0% | +33.5% | +58.3% |
| 1Y | +213.5% | +72.5% | +141.0% | +149.4% |
| 3Y | +277.2% | +124.1% | +153.1% | +168.0% |
| 5Y | +219.1% | +75.9% | +143.2% | +159.9% |
| All | +219.1% | +74.2% | +144.9% | +159.9% |
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