-25.6%
TGT vs RPRX
+72.5%
-98.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.0% | +1.9% | -0.3% |
| 7D | -5.0% | -8.0% | +3.0% | -2.8% |
| 30D | +3.0% | +2.1% | +1.0% | +2.4% |
| 3M | +22.6% | +8.2% | +14.4% | +19.6% |
| 6M | +31.2% | +28.9% | +2.3% | +21.2% |
| YTD | +63.7% | +54.1% | +9.6% | +43.1% |
| 1Y | +78.5% | +65.5% | +13.0% | +52.0% |
| 3Y | +40.5% | +117.3% | -76.8% | +7.9% |
| 5Y | -25.6% | +71.6% | -97.2% | -36.4% |
| All | -25.6% | +72.5% | -98.0% | -36.4% |
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 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