-24.5%
MDB vs RPRX
+74.2%
-98.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.3% | +1.8% | -1.0% |
| 7D | -18.0% | -2.8% | -15.2% | -17.0% |
| 30D | -10.7% | +7.2% | -17.9% | -13.8% |
| 3M | +1.0% | +10.9% | -9.9% | -4.5% |
| 6M | +31.6% | +34.6% | -2.9% | +12.1% |
| YTD | -15.2% | +59.0% | -74.1% | -34.4% |
| 1Y | +10.1% | +72.5% | -62.4% | -19.6% |
| 3Y | -5.6% | +124.1% | -129.7% | -43.8% |
| 5Y | -24.5% | +75.9% | -100.5% | -37.8% |
| All | -24.5% | +74.2% | -98.7% | -37.8% |
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