+147.4%
URI vs RPRX
+159.9%
-12.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | -9.8% | +0.2% | -10.0% | -9.8% |
| 30D | +1.7% | +18.6% | -16.8% | -1.3% |
| 3M | -9.1% | +18.0% | -27.1% | -11.8% |
| 6M | +9.9% | +33.8% | -24.0% | +3.5% |
| YTD | +31.2% | +76.6% | -45.3% | +16.3% |
| 1Y | +25.9% | +68.2% | -42.3% | +12.7% |
| 3Y | +147.4% | +161.5% | -14.2% | +103.3% |
| All | +147.4% | +159.9% | -12.5% | +103.3% |
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 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