+256.8%
TRV vs RPRX
+57.8%
+199.0%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.2% | -4.0% | +4.2% | +0.7% |
| 30D | -2.3% | +4.9% | -7.3% | -3.0% |
| 3M | +22.7% | +9.4% | +13.3% | +21.2% |
| 6M | +21.9% | +33.3% | -11.4% | +17.4% |
| YTD | +27.5% | +59.0% | -31.5% | +20.1% |
| 1Y | +36.2% | +69.2% | -33.0% | +27.2% |
| 3Y | +140.6% | +124.1% | +16.5% | +116.4% |
| 5Y | +154.5% | +77.9% | +76.7% | +135.4% |
| All | +256.8% | +57.8% | +199.0% | +232.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling