+49.8%
USFD vs RPRX
+85.8%
-36.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.7% | +6.7% | +8.0% |
| 7D | +7.8% | +4.2% | +3.6% | +6.8% |
| 30D | +16.2% | +19.2% | -3.1% | +11.6% |
| 3M | +11.0% | +18.0% | -7.0% | +6.6% |
| 6M | +20.7% | +35.7% | -15.0% | +11.7% |
| YTD | +46.0% | +77.2% | -31.3% | +30.0% |
| 1Y | +49.8% | +82.0% | -32.2% | +33.0% |
| All | +49.8% | +85.8% | -36.0% | +33.0% |
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