+33.9%
USB vs RPRX
+78.9%
-45.0%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.8% |
| 7D | +2.6% | +3.0% | -0.4% | +2.1% |
| 30D | +8.4% | +17.5% | -9.1% | +6.0% |
| 3M | -5.5% | +18.8% | -24.4% | -7.7% |
| 6M | +17.7% | +31.3% | -13.5% | +13.2% |
| YTD | +17.6% | +81.8% | -64.3% | +6.9% |
| 1Y | +33.9% | +77.8% | -44.0% | +21.8% |
| All | +33.9% | +78.9% | -45.0% | +21.8% |
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 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