-86.1%
SPXU vs RPRX
+72.5%
-158.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.0% | +4.9% | -0.2% |
| 7D | +6.4% | -8.0% | +14.4% | +0.6% |
| 30D | +5.9% | +2.1% | +3.9% | +7.7% |
| 3M | -11.7% | +8.2% | -19.9% | -6.5% |
| 6M | -28.7% | +28.9% | -57.6% | -13.3% |
| YTD | -26.4% | +54.1% | -80.5% | +2.3% |
| 1Y | -35.2% | +65.5% | -100.8% | -4.6% |
| 3Y | -79.8% | +117.3% | -197.1% | -62.0% |
| 5Y | -86.1% | +71.6% | -157.7% | -78.8% |
| All | -86.1% | +72.5% | -158.5% | -78.8% |
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