-25.9%
UPS vs RPRX
+126.7%
-152.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.3% | +3.5% | -0.5% |
| 7D | -2.1% | -2.8% | +0.7% | -1.5% |
| 30D | -2.3% | +7.2% | -9.5% | -4.0% |
| 3M | -5.2% | +10.9% | -16.1% | -7.8% |
| 6M | +1.4% | +34.6% | -33.1% | -6.1% |
| YTD | +6.1% | +59.0% | -52.9% | -5.3% |
| 1Y | +27.0% | +72.5% | -45.5% | +10.6% |
| 3Y | -25.9% | +124.1% | -150.0% | -41.0% |
| All | -25.9% | +126.7% | -152.6% | -41.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling