+32.6%
USB vs RPRX
+82.8%
-50.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | +1.4% | +4.6% | -3.2% | +0.8% |
| 30D | +6.4% | +22.0% | -15.6% | +3.6% |
| 3M | -4.5% | +20.3% | -24.8% | -6.8% |
| 6M | +11.4% | +37.9% | -26.5% | +6.0% |
| YTD | +17.1% | +82.2% | -65.1% | +6.7% |
| 1Y | +32.6% | +83.7% | -51.1% | +20.9% |
| All | +32.6% | +82.8% | -50.3% | +20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling