+89.8%
RPRX vs SUI
-26.3%
+116.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | 0.0% |
| 7D | +0.2% | +6.2% | -6.0% | -1.6% |
| 30D | +18.6% | +8.6% | +10.0% | +15.6% |
| 3M | +18.0% | +1.0% | +17.0% | +17.5% |
| 6M | +33.8% | -2.6% | +36.4% | +34.4% |
| YTD | +76.6% | -0.1% | +76.7% | +75.8% |
| 1Y | +68.2% | +0.5% | +67.8% | +67.1% |
| 3Y | +161.5% | +15.3% | +146.3% | +145.9% |
| All | +89.8% | -26.3% | +116.1% | +107.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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