+69.4%
USAR vs RPRX
+116.1%
-46.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -4.4% | -4.0% | -0.4% | -3.7% |
| 30D | -10.4% | +4.9% | -15.3% | -11.2% |
| 3M | -18.4% | +9.4% | -27.7% | -20.1% |
| 6M | -8.8% | +33.3% | -42.1% | -15.4% |
| YTD | +43.4% | +59.0% | -15.6% | +28.6% |
| 1Y | +21.0% | +69.2% | -48.2% | +6.9% |
| 3Y | +67.7% | +124.1% | -56.3% | +45.3% |
| All | +69.4% | +116.1% | -46.6% | +46.8% |
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