+99.4%
XBI vs RPRX
+116.2%
-16.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -4.6% | -8.4% | +3.7% | -1.5% |
| 30D | -2.0% | -0.6% | -1.4% | -1.7% |
| 3M | +17.8% | +6.4% | +11.4% | +15.1% |
| 6M | +23.7% | +26.6% | -2.9% | +13.8% |
| YTD | +28.2% | +53.8% | -25.5% | +10.8% |
| 1Y | +64.0% | +62.8% | +1.2% | +38.7% |
| 3Y | +99.4% | +118.0% | -18.6% | +49.3% |
| All | +99.4% | +116.2% | -16.8% | +49.3% |
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 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