-55.8%
FISV vs RPRX
+72.5%
-128.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.0% | +3.6% | +1.3% |
| 7D | -7.2% | -8.0% | +0.8% | -5.3% |
| 30D | -7.2% | +2.1% | -9.3% | -7.7% |
| 3M | -8.2% | +8.2% | -16.4% | -10.0% |
| 6M | -17.7% | +28.9% | -46.6% | -22.8% |
| YTD | -27.2% | +54.1% | -81.3% | -34.8% |
| 1Y | -63.0% | +65.5% | -128.5% | -67.7% |
| 3Y | -59.8% | +117.3% | -177.0% | -67.9% |
| 5Y | -55.8% | +71.6% | -127.4% | -60.6% |
| All | -55.8% | +72.5% | -128.2% | -60.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling