+640.4%
URI vs RPRX
+79.2%
+561.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.2% | +4.7% | +6.4% |
| 7D | -4.0% | +3.4% | -7.4% | -4.8% |
| 30D | +6.8% | +20.8% | -14.0% | +2.2% |
| 3M | -2.8% | +21.6% | -24.4% | -7.3% |
| 6M | +20.9% | +36.5% | -15.7% | +11.8% |
| YTD | +40.2% | +80.4% | -40.2% | +20.9% |
| 1Y | +34.1% | +81.8% | -47.7% | +15.4% |
| 3Y | +164.1% | +170.9% | -6.7% | +103.3% |
| 5Y | +199.3% | +95.2% | +104.2% | +151.3% |
| All | +640.4% | +79.2% | +561.2% | +520.2% |
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