+43.4%
MMM vs RPRX
+86.5%
-43.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.2% |
| 7D | -0.4% | +3.3% | -3.7% | -1.3% |
| 30D | +12.1% | +17.9% | -5.8% | +7.0% |
| 3M | +1.4% | +19.2% | -17.8% | -3.8% |
| 6M | +26.6% | +31.7% | -5.1% | +16.3% |
| YTD | +16.8% | +82.5% | -65.6% | -2.7% |
| 1Y | +10.1% | +78.4% | -68.4% | -7.8% |
| 3Y | +158.4% | +177.0% | -18.5% | +86.9% |
| All | +43.4% | +86.5% | -43.1% | +19.4% |
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