+158.5%
TRV vs RPRX
+72.5%
+86.1%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.0% | +3.6% | +1.1% |
| 7D | -1.5% | -8.0% | +6.6% | 0.0% |
| 30D | -1.8% | +2.1% | -3.9% | -2.3% |
| 3M | +21.6% | +8.2% | +13.4% | +19.6% |
| 6M | +22.5% | +28.9% | -6.4% | +16.4% |
| YTD | +28.1% | +54.1% | -26.0% | +17.8% |
| 1Y | +37.0% | +65.5% | -28.5% | +23.9% |
| 3Y | +141.9% | +117.3% | +24.6% | +106.4% |
| 5Y | +158.5% | +71.6% | +86.9% | +134.8% |
| All | +158.5% | +72.5% | +86.1% | +134.8% |
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