-68.3%
U vs RPRX
+77.0%
-145.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +4.4% | -4.0% | +8.4% | +6.8% |
| 30D | -1.3% | +4.9% | -6.2% | -4.8% |
| 3M | +49.6% | +9.4% | +40.2% | +39.3% |
| 6M | +100.2% | +33.3% | +66.9% | +61.6% |
| YTD | -3.7% | +59.0% | -62.7% | -32.7% |
| 1Y | -6.5% | +69.2% | -75.7% | -38.1% |
| 3Y | +12.9% | +124.1% | -111.2% | -43.7% |
| 5Y | -68.3% | +77.9% | -146.1% | -77.3% |
| All | -68.3% | +77.0% | -145.3% | -77.3% |
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 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