-38.7%
TRMB vs RPRX
+77.0%
-115.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -2.9% | -4.0% | +1.1% | -1.6% |
| 30D | -1.8% | +4.9% | -6.7% | -3.5% |
| 3M | +8.4% | +9.4% | -1.0% | +4.9% |
| 6M | -18.5% | +33.3% | -51.8% | -26.6% |
| YTD | -26.7% | +59.0% | -85.7% | -38.1% |
| 1Y | -28.3% | +69.2% | -97.5% | -40.9% |
| 3Y | +12.6% | +124.1% | -111.5% | -17.8% |
| 5Y | -38.7% | +77.9% | -116.6% | -48.1% |
| All | -38.7% | +77.0% | -115.7% | -48.1% |
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