+23.2%
UPS vs RPRX
+53.1%
-29.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.8% | +1.4% |
| 7D | -3.4% | -8.0% | +4.6% | -1.8% |
| 30D | -2.7% | +2.1% | -4.8% | -3.2% |
| 3M | -1.6% | +8.2% | -9.8% | -3.4% |
| 6M | +2.3% | +28.9% | -26.5% | -3.0% |
| YTD | +5.6% | +54.1% | -48.6% | -3.3% |
| 1Y | +27.1% | +65.5% | -38.5% | +14.5% |
| 3Y | -26.3% | +117.3% | -143.6% | -37.5% |
| 5Y | -34.5% | +71.6% | -106.1% | -41.8% |
| All | +23.2% | +53.1% | -29.9% | +9.0% |
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