+16.3%
TFC vs RPRX
+64.4%
-48.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.0% | +3.4% | +0.9% |
| 7D | -2.5% | -8.0% | +5.6% | -1.1% |
| 30D | -2.8% | +2.1% | -4.9% | -3.2% |
| 3M | +2.1% | +8.2% | -6.0% | +0.6% |
| 6M | +10.1% | +28.9% | -18.8% | +4.6% |
| YTD | +5.4% | +54.1% | -48.7% | -2.2% |
| 1Y | +16.3% | +65.5% | -49.2% | +5.1% |
| All | +16.3% | +64.4% | -48.0% | +5.1% |
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