+75.9%
MDB vs RPRX
+57.8%
+18.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -4.5% | -4.0% | -0.5% | -2.9% |
| 30D | -14.0% | +4.9% | -18.9% | -15.9% |
| 3M | +5.3% | +9.4% | -4.0% | +0.8% |
| 6M | +31.9% | +33.3% | -1.4% | +14.8% |
| YTD | -14.6% | +59.0% | -73.6% | -31.9% |
| 1Y | +8.2% | +69.2% | -61.0% | -16.9% |
| 3Y | -5.0% | +124.1% | -129.1% | -38.7% |
| 5Y | -24.5% | +77.9% | -102.4% | -41.5% |
| All | +75.9% | +57.8% | +18.0% | +40.5% |
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