+41.2%
USB vs RPRX
+83.4%
-42.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +1.4% | +5.1% | -3.7% | 0.0% |
| 30D | -1.3% | +11.2% | -12.5% | -4.4% |
| 3M | +15.2% | +16.7% | -1.5% | +9.7% |
| 6M | +18.8% | +36.0% | -17.2% | +7.7% |
| YTD | +21.0% | +67.8% | -46.8% | +2.5% |
| 1Y | +34.0% | +76.7% | -42.7% | +11.1% |
| 3Y | +95.3% | +128.1% | -32.8% | +46.5% |
| All | +41.2% | +83.4% | -42.3% | +18.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling