+103.3%
USB vs RPRX
+80.9%
+22.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | +1.4% | +4.6% | -3.2% | +0.5% |
| 30D | +6.4% | +22.0% | -15.6% | +2.1% |
| 3M | -4.5% | +20.3% | -24.8% | -8.2% |
| 6M | +11.4% | +37.9% | -26.5% | +3.7% |
| YTD | +17.1% | +82.2% | -65.1% | +2.5% |
| 1Y | +32.6% | +83.7% | -51.1% | +15.8% |
| 3Y | +101.8% | +175.4% | -73.6% | +59.6% |
| 5Y | +25.1% | +87.7% | -62.6% | +6.4% |
| All | +103.3% | +80.9% | +22.4% | +72.1% |
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