-23.0%
TNA vs RPRX
+70.9%
-93.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.3% |
| 7D | -7.3% | -8.4% | +1.1% | +0.4% |
| 30D | -14.2% | -0.6% | -13.5% | -14.0% |
| 3M | -4.6% | +6.4% | -11.0% | -11.5% |
| 6M | +36.9% | +26.6% | +10.3% | +6.9% |
| YTD | +42.5% | +53.8% | -11.2% | -8.5% |
| 1Y | +45.8% | +62.8% | -17.0% | -13.0% |
| 3Y | +104.7% | +118.0% | -13.4% | -15.0% |
| All | -23.0% | +70.9% | -93.9% | -49.7% |
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