-50.1%
FISV vs RPRX
+52.7%
-102.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.7% | +5.5% |
| 7D | -2.7% | -8.4% | +5.7% | -0.7% |
| 30D | 0.0% | -0.6% | +0.7% | +0.1% |
| 3M | -2.8% | +6.4% | -9.2% | -4.3% |
| 6M | -11.8% | +26.6% | -38.4% | -16.7% |
| YTD | -23.2% | +53.8% | -77.0% | -30.7% |
| 1Y | -62.0% | +62.8% | -124.8% | -66.3% |
| 3Y | -57.6% | +118.0% | -175.6% | -65.6% |
| 5Y | -53.4% | +71.2% | -124.6% | -59.1% |
| All | -50.1% | +52.7% | -102.8% | -56.8% |
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 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