+46.9%
ULTA vs RPRX
+70.9%
-24.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | -3.1% | -8.4% | +5.3% | -0.7% |
| 30D | +2.8% | -0.6% | +3.4% | +3.0% |
| 3M | +14.8% | +6.4% | +8.3% | +12.6% |
| 6M | -16.2% | +26.6% | -42.8% | -21.9% |
| YTD | -9.6% | +53.8% | -63.4% | -20.3% |
| 1Y | +4.8% | +62.8% | -58.0% | -9.4% |
| 3Y | +30.7% | +118.0% | -87.3% | +2.1% |
| All | +46.9% | +70.9% | -24.0% | +29.4% |
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 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