+32.4%
USB vs RPRX
+85.9%
-53.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | -0.5% | +3.6% | -4.2% | -1.1% |
| 30D | +5.7% | +21.2% | -15.5% | +3.0% |
| 3M | -4.7% | +21.6% | -26.3% | -7.2% |
| 6M | +13.4% | +36.7% | -23.3% | +8.2% |
| YTD | +17.0% | +83.7% | -66.7% | +6.3% |
| 1Y | +32.4% | +83.2% | -50.8% | +20.4% |
| All | +32.4% | +85.9% | -53.5% | +20.4% |
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