-9.8%
UL vs RPRX
+64.4%
-74.1%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.7% | -0.8% |
| 7D | -4.1% | -8.0% | +4.0% | -2.5% |
| 30D | -1.2% | +2.1% | -3.3% | -1.7% |
| 3M | +6.0% | +8.2% | -2.2% | +4.4% |
| 6M | -5.5% | +28.9% | -34.4% | -9.6% |
| YTD | -3.3% | +54.1% | -57.5% | -10.1% |
| 1Y | -9.8% | +65.5% | -75.3% | -17.7% |
| All | -9.8% | +64.4% | -74.1% | -17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling