+562.7%
URI vs RPRX
+66.6%
+496.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -2.0% | +5.1% | -7.1% | -3.1% |
| 30D | -12.9% | +11.2% | -24.1% | -15.2% |
| 3M | -6.7% | +16.7% | -23.4% | -10.3% |
| 6M | +19.0% | +36.0% | -17.0% | +10.0% |
| YTD | +25.5% | +67.8% | -42.3% | +10.1% |
| 1Y | +5.5% | +76.7% | -71.2% | -8.8% |
| 3Y | +111.3% | +128.1% | -16.8% | +69.7% |
| 5Y | +198.6% | +82.9% | +115.7% | +154.3% |
| All | +562.7% | +66.6% | +496.1% | +465.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling