+1,089.6%
UMC vs RPRX
+57.8%
+1,031.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -5.3% | +10.3% | +6.2% |
| 7D | +6.6% | -2.8% | +9.4% | +7.1% |
| 30D | +16.6% | +7.2% | +9.4% | +14.5% |
| 3M | +11.0% | +10.9% | +0.1% | +7.8% |
| 6M | +131.3% | +34.6% | +96.7% | +113.3% |
| YTD | +182.5% | +59.0% | +123.5% | +149.7% |
| 1Y | +222.3% | +72.5% | +149.7% | +177.6% |
| 3Y | +253.0% | +124.1% | +128.9% | +179.7% |
| 5Y | +141.8% | +75.9% | +65.9% | +107.7% |
| All | +1,089.6% | +57.8% | +1,031.7% | +942.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling