+566.2%
URI vs RPRX
+57.8%
+508.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.3% | +5.8% | +1.8% |
| 7D | +2.5% | -2.8% | +5.3% | +3.1% |
| 30D | -12.5% | +7.2% | -19.7% | -14.1% |
| 3M | -6.2% | +10.9% | -17.1% | -8.8% |
| 6M | +25.9% | +34.6% | -8.7% | +16.6% |
| YTD | +26.2% | +59.0% | -32.8% | +12.1% |
| 1Y | +5.5% | +72.5% | -67.0% | -8.4% |
| 3Y | +125.0% | +124.1% | +0.9% | +81.2% |
| 5Y | +210.4% | +75.9% | +134.5% | +167.3% |
| All | +566.2% | +57.8% | +508.4% | +474.9% |
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