+549.6%
NUE vs RPRX
+52.7%
+497.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -0.6% | -8.4% | +7.7% | +1.3% |
| 30D | -4.6% | -0.6% | -3.9% | -4.5% |
| 3M | -0.3% | +6.4% | -6.8% | -1.9% |
| 6M | +51.9% | +26.6% | +25.3% | +43.7% |
| YTD | +60.0% | +53.8% | +6.2% | +45.0% |
| 1Y | +82.9% | +62.8% | +20.1% | +63.3% |
| 3Y | +66.0% | +118.0% | -52.1% | +37.3% |
| 5Y | +149.0% | +71.2% | +77.8% | +120.2% |
| All | +549.6% | +52.7% | +497.0% | +476.6% |
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 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