+32.2%
TRMB vs RPRX
+53.1%
-20.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.1% | -0.1% |
| 7D | -5.4% | -8.0% | +2.6% | -3.1% |
| 30D | -2.0% | +2.1% | -4.0% | -2.7% |
| 3M | +12.3% | +8.2% | +4.1% | +9.4% |
| 6M | -17.6% | +28.9% | -46.5% | -24.1% |
| YTD | -27.5% | +54.1% | -81.6% | -36.9% |
| 1Y | -29.1% | +65.5% | -94.6% | -39.8% |
| 3Y | +11.5% | +117.3% | -105.8% | -14.4% |
| 5Y | -39.5% | +71.6% | -111.1% | -48.7% |
| All | +32.2% | +53.1% | -20.9% | +12.6% |
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