+123.6%
MA vs RPRX
+79.2%
+44.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | -0.1% |
| 7D | -0.3% | +3.4% | -3.7% | -1.2% |
| 30D | +11.3% | +20.8% | -9.5% | +5.8% |
| 3M | +16.7% | +21.6% | -5.0% | +10.5% |
| 6M | +32.8% | +36.5% | -3.8% | +21.7% |
| YTD | +15.6% | +80.4% | -64.8% | -2.1% |
| 1Y | +19.6% | +81.8% | -62.2% | +1.0% |
| 3Y | +72.1% | +170.9% | -98.8% | +27.9% |
| 5Y | +96.0% | +95.2% | +0.9% | +62.3% |
| All | +123.6% | +79.2% | +44.4% | +82.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling