+216.3%
USFD vs RPRX
+83.4%
+132.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -3.0% | +5.1% | -8.1% | -4.6% |
| 30D | +3.5% | +11.2% | -7.7% | -0.1% |
| 3M | +26.6% | +16.7% | +9.9% | +20.0% |
| 6M | +11.7% | +36.0% | -24.3% | +0.5% |
| YTD | +38.1% | +67.8% | -29.7% | +15.8% |
| 1Y | +33.4% | +76.7% | -43.3% | +9.3% |
| 3Y | +155.8% | +128.1% | +27.7% | +88.8% |
| All | +216.3% | +83.4% | +132.9% | +169.0% |
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 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