+38.5%
UPS vs RPRX
+81.2%
-42.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.7% |
| 7D | +3.8% | +3.3% | +0.4% | +3.1% |
| 30D | +17.4% | +17.9% | -0.5% | +13.6% |
| 3M | +8.2% | +19.2% | -11.0% | +4.4% |
| 6M | +17.9% | +31.7% | -13.8% | +11.4% |
| YTD | +18.7% | +82.5% | -63.8% | +5.1% |
| 1Y | +24.8% | +78.4% | -53.6% | +11.0% |
| 3Y | -4.5% | +177.0% | -181.5% | -22.7% |
| 5Y | -33.2% | +86.5% | -119.7% | -42.3% |
| All | +38.5% | +81.2% | -42.7% | +18.5% |
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