+80.1%
SHOP vs RPRX
+66.6%
+13.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.7% | -0.6% |
| 7D | -5.1% | +5.1% | -10.2% | -7.1% |
| 30D | +0.6% | +11.2% | -10.6% | -3.9% |
| 3M | +25.0% | +16.7% | +8.3% | +16.7% |
| 6M | +11.9% | +36.0% | -24.1% | -2.7% |
| YTD | -9.9% | +67.8% | -77.7% | -29.0% |
| 1Y | 0.0% | +76.7% | -76.7% | -23.7% |
| 3Y | +117.5% | +128.1% | -10.6% | +42.9% |
| 5Y | -6.6% | +82.9% | -89.5% | -28.3% |
| All | +80.1% | +66.6% | +13.4% | +42.3% |
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