+153.6%
USFD vs RPRX
+177.1%
-23.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | 0.0% |
| 7D | +1.7% | +3.3% | -1.7% | +1.0% |
| 30D | +10.2% | +17.9% | -7.7% | +6.6% |
| 3M | -1.5% | +19.2% | -20.7% | -5.0% |
| 6M | +27.3% | +31.7% | -4.4% | +20.3% |
| YTD | +44.0% | +82.5% | -38.5% | +28.2% |
| 1Y | +50.4% | +78.4% | -28.1% | +34.3% |
| 3Y | +153.6% | +177.0% | -23.4% | +107.2% |
| All | +153.6% | +177.1% | -23.5% | +107.2% |
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