+92.3%
MA vs RPRX
+91.5%
+0.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | +2.3% | +0.2% | +2.1% | +2.3% |
| 30D | +14.7% | +18.6% | -3.9% | +9.0% |
| 3M | +13.5% | +18.0% | -4.5% | +7.8% |
| 6M | +33.1% | +33.8% | -0.7% | +21.3% |
| YTD | +15.1% | +76.6% | -61.5% | -4.2% |
| 1Y | +18.7% | +68.2% | -49.5% | +0.3% |
| 3Y | +72.1% | +161.5% | -89.5% | +22.6% |
| All | +92.3% | +91.5% | +0.8% | +62.6% |
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