+139.2%
UAL vs RPRX
+83.4%
+55.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.4% |
| 7D | +0.7% | +5.1% | -4.4% | -1.7% |
| 30D | -16.1% | +11.2% | -27.3% | -20.4% |
| 3M | +6.1% | +16.7% | -10.6% | -2.1% |
| 6M | +10.8% | +36.0% | -25.1% | -5.3% |
| YTD | -0.4% | +67.8% | -68.2% | -23.4% |
| 1Y | +5.0% | +76.7% | -71.7% | -21.6% |
| 3Y | +124.0% | +128.1% | -4.1% | +45.4% |
| All | +139.2% | +83.4% | +55.7% | +80.6% |
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 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