+70.0%
MA vs RPRX
+83.9%
-14.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -2.7% | +5.1% | -7.8% | -4.2% |
| 30D | +1.5% | +11.2% | -9.7% | -1.8% |
| 3M | +20.4% | +16.7% | +3.7% | +14.6% |
| 6M | +11.1% | +36.0% | -24.9% | +0.6% |
| YTD | +2.0% | +67.8% | -65.8% | -13.9% |
| 1Y | -2.2% | +76.7% | -78.8% | -19.0% |
| 3Y | +41.9% | +128.1% | -86.2% | +6.8% |
| All | +70.0% | +83.9% | -14.0% | +43.9% |
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 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