-39.0%
TROW vs RPRX
+70.9%
-109.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.1% |
| 7D | -3.2% | -8.4% | +5.2% | -0.1% |
| 30D | -4.6% | -0.6% | -4.0% | -4.5% |
| 3M | -0.7% | +6.4% | -7.1% | -3.3% |
| 6M | +22.2% | +26.6% | -4.4% | +11.2% |
| YTD | +6.6% | +53.8% | -47.1% | -10.3% |
| 1Y | +5.8% | +62.8% | -57.0% | -13.4% |
| 3Y | +11.6% | +118.0% | -106.4% | -21.1% |
| All | -39.0% | +70.9% | -109.8% | -49.4% |
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