+356.5%
XME vs RPRX
+79.7%
+276.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.6% | -1.7% |
| 7D | +5.3% | +2.1% | +3.3% | +4.9% |
| 30D | -8.2% | +21.9% | -30.1% | -12.4% |
| 3M | -18.4% | +16.9% | -35.3% | -21.4% |
| 6M | -22.8% | +34.5% | -57.4% | -28.4% |
| YTD | -7.9% | +80.9% | -88.8% | -20.5% |
| 1Y | -0.9% | +77.6% | -78.4% | -14.0% |
| 3Y | +96.0% | +173.5% | -77.6% | +49.4% |
| 5Y | +110.3% | +84.9% | +25.4% | +79.0% |
| All | +356.5% | +79.7% | +276.8% | +283.0% |
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