+5.8%
XLU vs RPRX
+77.4%
-71.6%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +0.8% | +5.1% | -4.3% | +0.5% |
| 30D | -1.3% | +11.2% | -12.5% | -2.1% |
| 3M | -1.3% | +16.7% | -18.0% | -2.4% |
| 6M | -7.6% | +36.0% | -43.6% | -9.3% |
| YTD | +2.3% | +67.8% | -65.5% | 0.0% |
| 1Y | +5.8% | +76.7% | -70.9% | +3.3% |
| All | +5.8% | +77.4% | -71.6% | +3.3% |
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