+369.1%
SU vs RPRX
+52.7%
+316.4%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +2.2% | -8.4% | +10.6% | +3.8% |
| 30D | +8.4% | -0.6% | +9.1% | +8.5% |
| 3M | +12.1% | +6.4% | +5.7% | +10.7% |
| 6M | +19.7% | +26.6% | -6.9% | +14.0% |
| YTD | +58.4% | +53.8% | +4.6% | +45.0% |
| 1Y | +67.2% | +62.8% | +4.4% | +51.0% |
| 3Y | +125.0% | +118.0% | +7.0% | +88.6% |
| 5Y | +355.1% | +71.2% | +283.9% | +305.3% |
| All | +369.1% | +52.7% | +316.4% | +313.6% |
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