+12.9%
TROW vs RPRX
+116.7%
-103.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.9% | +0.4% |
| 7D | -3.0% | -8.0% | +5.0% | -1.5% |
| 30D | -5.5% | +2.1% | -7.5% | -5.9% |
| 3M | +2.3% | +8.2% | -5.9% | +0.6% |
| 6M | +23.9% | +28.9% | -5.0% | +17.7% |
| YTD | +7.9% | +54.1% | -46.2% | -1.1% |
| 1Y | +6.1% | +65.5% | -59.4% | -4.3% |
| All | +12.9% | +116.7% | -103.8% | -5.0% |
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