+27.1%
UPS vs RPRX
+64.4%
-37.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.8% | +1.3% |
| 7D | -3.4% | -8.0% | +4.6% | -1.9% |
| 30D | -2.7% | +2.1% | -4.8% | -3.2% |
| 3M | -1.6% | +8.2% | -9.8% | -3.5% |
| 6M | +2.3% | +28.9% | -26.5% | -3.1% |
| YTD | +5.6% | +54.1% | -48.6% | -0.6% |
| 1Y | +27.1% | +65.5% | -38.5% | +18.3% |
| All | +27.1% | +64.4% | -37.3% | +18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling