+149.7%
MLM vs RPRX
+81.2%
+68.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -0.9% |
| 7D | -0.9% | +3.3% | -4.2% | -1.5% |
| 30D | +9.0% | +17.9% | -8.9% | +5.9% |
| 3M | -5.6% | +19.2% | -24.8% | -8.5% |
| 6M | -10.7% | +31.7% | -42.4% | -15.2% |
| YTD | -17.2% | +82.5% | -99.6% | -25.8% |
| 1Y | -14.2% | +78.4% | -92.7% | -22.9% |
| 3Y | +15.6% | +177.0% | -161.3% | -4.6% |
| 5Y | +26.2% | +86.5% | -60.2% | +11.2% |
| All | +149.7% | +81.2% | +68.6% | +118.9% |
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