+122.5%
MA vs RPRX
+79.7%
+42.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.8% |
| 7D | -0.5% | +2.1% | -2.6% | -1.1% |
| 30D | +7.9% | +21.9% | -14.0% | +2.3% |
| 3M | +16.8% | +16.9% | -0.2% | +11.8% |
| 6M | +31.0% | +34.5% | -3.5% | +20.5% |
| YTD | +15.0% | +80.9% | -65.9% | -2.7% |
| 1Y | +17.0% | +77.6% | -60.6% | -0.5% |
| 3Y | +68.5% | +173.5% | -105.1% | +24.8% |
| 5Y | +85.0% | +84.9% | 0.0% | +55.0% |
| All | +122.5% | +79.7% | +42.8% | +80.9% |
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