+92.5%
USB vs RPRX
+160.9%
-68.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -1.5% | +2.5% | -4.0% | -1.9% |
| 30D | +4.3% | +19.7% | -15.4% | +0.9% |
| 3M | -6.1% | +17.5% | -23.5% | -8.9% |
| 6M | +9.4% | +35.1% | -25.7% | +3.0% |
| YTD | +15.2% | +77.3% | -62.1% | +2.7% |
| 1Y | +32.8% | +70.4% | -37.7% | +19.1% |
| All | +92.5% | +160.9% | -68.4% | +55.7% |
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 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