+204.5%
URI vs RPRX
+86.5%
+118.0%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.6% |
| 7D | +6.7% | +3.3% | +3.4% | +5.6% |
| 30D | +8.9% | +17.9% | -9.0% | +3.1% |
| 3M | +0.5% | +19.2% | -18.7% | -5.4% |
| 6M | +20.7% | +31.7% | -11.1% | +9.2% |
| YTD | +40.0% | +82.5% | -42.4% | +12.0% |
| 1Y | +34.4% | +78.4% | -44.0% | +8.4% |
| 3Y | +149.5% | +177.0% | -27.5% | +63.3% |
| All | +204.5% | +86.5% | +118.0% | +156.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling