+44.0%
UNH vs RPRX
+52.7%
-8.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.1% | -2.3% |
| 7D | -4.5% | -8.4% | +3.8% | -3.3% |
| 30D | -6.5% | -0.6% | -5.9% | -6.5% |
| 3M | -6.0% | +6.4% | -12.4% | -7.0% |
| 6M | +33.7% | +26.6% | +7.1% | +28.8% |
| YTD | +16.4% | +53.8% | -37.4% | +9.0% |
| 1Y | +10.1% | +62.8% | -52.7% | +2.0% |
| 3Y | -16.3% | +118.0% | -134.3% | -26.5% |
| 5Y | +2.1% | +71.2% | -69.1% | -6.5% |
| All | +44.0% | +52.7% | -8.7% | +29.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling