+82.2%
SHOP vs RPRX
+79.7%
+2.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.1% |
| 7D | +2.1% | +2.1% | 0.0% | +1.2% |
| 30D | -16.8% | +21.9% | -38.8% | -23.6% |
| 3M | -2.4% | +16.9% | -19.3% | -8.7% |
| 6M | +47.0% | +34.5% | +12.5% | +29.0% |
| YTD | -8.8% | +80.9% | -89.8% | -30.4% |
| 1Y | -6.3% | +77.6% | -83.9% | -28.0% |
| 3Y | +139.3% | +173.5% | -34.3% | +43.1% |
| 5Y | -12.1% | +84.9% | -97.0% | -32.9% |
| All | +82.2% | +79.7% | +2.5% | +39.4% |
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