+102.9%
XLB vs RPRX
+52.7%
+50.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -2.8% | -8.4% | +5.5% | -1.1% |
| 30D | -3.1% | -0.6% | -2.5% | -3.0% |
| 3M | -0.2% | +6.4% | -6.6% | -1.6% |
| 6M | +3.1% | +26.6% | -23.5% | -2.1% |
| YTD | +13.3% | +53.8% | -40.5% | +3.3% |
| 1Y | +12.0% | +62.8% | -50.8% | +0.8% |
| 3Y | +31.4% | +118.0% | -86.6% | +10.2% |
| 5Y | +33.9% | +71.2% | -37.3% | +18.6% |
| All | +102.9% | +52.7% | +50.2% | +79.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling