-3.7%
FISV vs RPRX
+85.8%
-89.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.7% | +4.5% | +6.0% |
| 7D | +29.6% | +4.2% | +25.4% | +29.0% |
| 30D | +34.5% | +19.2% | +15.2% | +31.8% |
| 3M | +11.2% | +18.0% | -6.8% | +9.5% |
| 6M | -1.2% | +35.7% | -36.9% | -3.3% |
| YTD | -7.6% | +77.2% | -84.9% | -9.0% |
| 1Y | -3.7% | +82.0% | -85.7% | -4.3% |
| All | -3.7% | +85.8% | -89.6% | -4.3% |
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 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