+94.3%
MA vs RPRX
+57.8%
+36.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.3% | +3.8% | 0.0% |
| 7D | -1.8% | -2.8% | +1.0% | -1.0% |
| 30D | +1.4% | +7.2% | -5.7% | -0.6% |
| 3M | +17.7% | +10.9% | +6.9% | +14.2% |
| 6M | +9.7% | +34.6% | -24.9% | +0.8% |
| YTD | +0.5% | +59.0% | -58.5% | -11.9% |
| 1Y | -2.1% | +72.5% | -74.6% | -16.3% |
| 3Y | +40.1% | +124.1% | -84.0% | +9.9% |
| 5Y | +67.5% | +75.9% | -8.4% | +42.6% |
| All | +94.3% | +57.8% | +36.5% | +63.7% |
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