+52.8%
MMM vs RPRX
+57.8%
-5.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -2.6% | -4.0% | +1.4% | -1.9% |
| 30D | -9.3% | +4.9% | -14.2% | -10.2% |
| 3M | +5.6% | +9.4% | -3.8% | +3.7% |
| 6M | +9.5% | +33.3% | -23.8% | +3.5% |
| YTD | +4.1% | +59.0% | -54.8% | -4.7% |
| 1Y | +9.4% | +69.2% | -59.8% | -1.1% |
| 3Y | +101.0% | +124.1% | -23.1% | +72.4% |
| 5Y | +26.1% | +77.9% | -51.7% | +12.5% |
| All | +52.8% | +57.8% | -5.0% | +35.1% |
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