+99.5%
SHOP vs RPRX
+116.2%
-16.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | -11.2% | -8.4% | -2.9% | -10.1% |
| 30D | -14.4% | -0.6% | -13.7% | -14.1% |
| 3M | +16.6% | +6.4% | +10.2% | +15.8% |
| 6M | -0.6% | +26.6% | -27.2% | -4.0% |
| YTD | -20.0% | +53.8% | -73.8% | -25.6% |
| 1Y | -11.2% | +62.8% | -74.0% | -18.5% |
| 3Y | +99.5% | +118.0% | -18.5% | +72.1% |
| All | +99.5% | +116.2% | -16.7% | +72.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling