-15.7%
SHOP vs RPRX
+77.0%
-92.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | 0.0% | -5.5% | -5.5% |
| 7D | -10.6% | -4.0% | -6.6% | -8.9% |
| 30D | -18.3% | +4.9% | -23.2% | -20.1% |
| 3M | +14.8% | +9.4% | +5.5% | +9.9% |
| 6M | -5.0% | +33.3% | -38.3% | -17.8% |
| YTD | -21.2% | +59.0% | -80.2% | -38.2% |
| 1Y | -11.6% | +69.2% | -80.8% | -33.5% |
| 3Y | +101.2% | +124.1% | -22.9% | +23.1% |
| 5Y | -15.7% | +77.9% | -93.6% | -32.1% |
| All | -15.7% | +77.0% | -92.7% | -32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling