+0.8%
TFC vs RPRX
+86.5%
-85.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.9% |
| 7D | +2.3% | +3.3% | -1.1% | +1.1% |
| 30D | +10.8% | +17.9% | -7.1% | +4.7% |
| 3M | -3.8% | +19.2% | -23.0% | -9.6% |
| 6M | +9.6% | +31.7% | -22.1% | -0.9% |
| YTD | +5.8% | +82.5% | -76.7% | -15.3% |
| 1Y | +16.2% | +78.4% | -62.3% | -6.3% |
| 3Y | +96.0% | +177.0% | -81.0% | +28.2% |
| All | +0.8% | +86.5% | -85.7% | -18.2% |
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 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