+47.5%
UNH vs RPRX
+53.1%
-5.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.0% | +1.8% | -0.7% |
| 7D | -3.2% | -8.0% | +4.9% | -1.9% |
| 30D | -3.5% | +2.1% | -5.5% | -3.8% |
| 3M | -4.2% | +8.2% | -12.4% | -5.4% |
| 6M | +38.3% | +28.9% | +9.4% | +33.0% |
| YTD | +19.2% | +54.1% | -34.9% | +11.6% |
| 1Y | +15.0% | +65.5% | -50.6% | +6.3% |
| 3Y | -14.5% | +117.3% | -131.8% | -24.9% |
| 5Y | +4.6% | +71.6% | -67.0% | -4.2% |
| All | +47.5% | +53.1% | -5.6% | +32.6% |
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