+116.5%
UAL vs RPRX
+86.5%
+30.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -2.2% |
| 7D | -3.0% | +3.3% | -6.4% | -4.6% |
| 30D | +10.5% | +17.9% | -7.4% | +1.6% |
| 3M | -13.5% | +19.2% | -32.7% | -21.1% |
| 6M | +14.2% | +31.7% | -17.5% | -2.0% |
| YTD | -2.2% | +82.5% | -84.7% | -29.9% |
| 1Y | +12.5% | +78.4% | -66.0% | -18.4% |
| 3Y | +186.8% | +177.0% | +9.9% | +57.8% |
| All | +116.5% | +86.5% | +30.1% | +59.2% |
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