+14.0%
TFC vs RPRX
+80.1%
-66.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -0.4% |
| 7D | +0.1% | +2.1% | -2.0% | -0.4% |
| 30D | +8.6% | +21.9% | -13.3% | +4.3% |
| 3M | -4.3% | +16.9% | -21.3% | -7.4% |
| 6M | +5.4% | +34.5% | -29.1% | -1.6% |
| YTD | +4.5% | +80.9% | -76.4% | -9.8% |
| 1Y | +14.0% | +77.6% | -63.6% | -1.4% |
| All | +14.0% | +80.1% | -66.1% | -1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling