+91.5%
USB vs RPRX
+159.9%
-68.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | 0.0% | +0.2% | -0.2% | 0.0% |
| 30D | +5.8% | +18.6% | -12.7% | +2.6% |
| 3M | -6.0% | +18.0% | -24.0% | -8.9% |
| 6M | +7.8% | +33.8% | -26.0% | +1.7% |
| YTD | +14.6% | +76.6% | -62.0% | +2.2% |
| 1Y | +31.8% | +68.2% | -36.5% | +18.6% |
| 3Y | +91.5% | +161.5% | -70.0% | +55.1% |
| All | +91.5% | +159.9% | -68.3% | +55.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling