+545.8%
NUE vs RPRX
+57.8%
+488.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -2.3% | -4.0% | +1.7% | -1.4% |
| 30D | -6.1% | +4.9% | -11.0% | -7.2% |
| 3M | +1.7% | +9.4% | -7.7% | -0.5% |
| 6M | +53.1% | +33.3% | +19.8% | +43.2% |
| YTD | +59.0% | +59.0% | +0.1% | +43.1% |
| 1Y | +85.3% | +69.2% | +16.1% | +64.1% |
| 3Y | +63.2% | +124.1% | -60.9% | +34.3% |
| 5Y | +146.8% | +77.9% | +68.9% | +116.6% |
| All | +545.8% | +57.8% | +488.0% | +469.0% |
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