+10.3%
TROW vs RPRX
+52.7%
-42.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.1% |
| 7D | -3.2% | -8.4% | +5.2% | -0.9% |
| 30D | -4.6% | -0.6% | -4.0% | -4.5% |
| 3M | -0.7% | +6.4% | -7.1% | -2.6% |
| 6M | +22.2% | +26.6% | -4.4% | +14.0% |
| YTD | +6.6% | +53.8% | -47.1% | -6.1% |
| 1Y | +5.8% | +62.8% | -57.0% | -8.6% |
| 3Y | +11.6% | +118.0% | -106.4% | -12.6% |
| 5Y | -38.9% | +71.2% | -110.1% | -47.5% |
| All | +10.3% | +52.7% | -42.4% | -5.3% |
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