+137.5%
UMC vs RPRX
+72.5%
+65.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.0% | +0.5% | -2.1% |
| 7D | +11.4% | -8.0% | +19.4% | +12.7% |
| 30D | +16.8% | +2.1% | +14.7% | +16.2% |
| 3M | +19.1% | +8.2% | +10.9% | +16.9% |
| 6M | +137.4% | +28.9% | +108.6% | +124.4% |
| YTD | +186.4% | +54.1% | +132.2% | +161.2% |
| 1Y | +229.1% | +65.5% | +163.5% | +194.8% |
| 3Y | +257.9% | +117.3% | +140.6% | +200.6% |
| 5Y | +137.5% | +71.6% | +65.9% | +121.9% |
| All | +137.5% | +72.5% | +65.1% | +121.9% |
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