+103.1%
USB vs RPRX
+82.4%
+20.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.3% |
| 7D | -0.5% | +3.6% | -4.2% | -1.3% |
| 30D | +5.7% | +21.2% | -15.5% | +1.5% |
| 3M | -4.7% | +21.6% | -26.3% | -8.7% |
| 6M | +13.4% | +36.7% | -23.3% | +5.8% |
| YTD | +17.0% | +83.7% | -66.7% | +2.3% |
| 1Y | +32.4% | +83.2% | -50.8% | +15.7% |
| 3Y | +101.7% | +177.7% | -76.0% | +59.2% |
| 5Y | +24.4% | +95.8% | -71.4% | +5.4% |
| All | +103.1% | +82.4% | +20.7% | +71.7% |
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