+61.9%
TRI vs RPRX
+52.7%
+9.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.7% |
| 7D | -7.9% | -8.4% | +0.5% | -6.8% |
| 30D | -4.5% | -0.6% | -3.9% | -4.4% |
| 3M | +22.1% | +6.4% | +15.7% | +21.2% |
| 6M | -2.8% | +26.6% | -29.4% | -5.6% |
| YTD | -23.4% | +53.8% | -77.2% | -27.8% |
| 1Y | -41.5% | +62.8% | -104.3% | -45.4% |
| 3Y | -19.2% | +118.0% | -137.2% | -27.9% |
| 5Y | -9.4% | +71.2% | -80.6% | -16.0% |
| All | +61.9% | +52.7% | +9.2% | +48.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling