+32.9%
XLV vs RPRX
+85.8%
-52.9%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.3% | +2.3% |
| 7D | +5.5% | +4.2% | +1.3% | +3.7% |
| 30D | +13.3% | +19.2% | -5.9% | +5.4% |
| 3M | +17.4% | +18.0% | -0.6% | +9.7% |
| 6M | +32.1% | +35.7% | -3.6% | +17.7% |
| YTD | +24.0% | +77.2% | -53.2% | +3.7% |
| 1Y | +32.9% | +82.0% | -49.1% | +10.8% |
| All | +32.9% | +85.8% | -52.9% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling