+36.3%
TRMB vs RPRX
+177.1%
-140.7%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.5% |
| 7D | +2.8% | +3.3% | -0.5% | +2.3% |
| 30D | -5.9% | +17.9% | -23.8% | -8.3% |
| 3M | -3.3% | +19.2% | -22.5% | -6.1% |
| 6M | +1.3% | +31.7% | -30.4% | -3.4% |
| YTD | -29.0% | +82.5% | -111.4% | -36.3% |
| 1Y | -27.8% | +78.4% | -106.2% | -35.0% |
| 3Y | +36.3% | +177.0% | -140.6% | +17.0% |
| All | +36.3% | +177.1% | -140.7% | +17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling