+26.3%
SYY vs RPRX
+123.5%
-97.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | -0.2% | -4.0% | +3.8% | +0.3% |
| 30D | -2.7% | +4.9% | -7.7% | -3.5% |
| 3M | +5.9% | +9.4% | -3.5% | +4.3% |
| 6M | -2.3% | +33.3% | -35.6% | -6.6% |
| YTD | +13.1% | +59.0% | -45.9% | +5.7% |
| 1Y | +3.8% | +69.2% | -65.5% | -4.2% |
| All | +26.3% | +123.5% | -97.1% | +10.4% |
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