+13.5%
U vs RPRX
+126.7%
-113.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.3% | +7.9% | +3.9% |
| 7D | +4.5% | -2.8% | +7.2% | +5.1% |
| 30D | -0.6% | +7.2% | -7.7% | -2.5% |
| 3M | +48.4% | +10.9% | +37.5% | +43.7% |
| 6M | +115.4% | +34.6% | +80.8% | +96.1% |
| YTD | -3.2% | +59.0% | -62.2% | -17.5% |
| 1Y | -6.0% | +72.5% | -78.6% | -22.5% |
| 3Y | +13.5% | +124.1% | -110.6% | -14.8% |
| All | +13.5% | +126.7% | -113.2% | -14.8% |
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 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