+18.3%
MOH vs RPRX
+52.7%
-34.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.0% |
| 7D | +1.7% | -8.4% | +10.1% | +2.8% |
| 30D | -0.9% | -0.6% | -0.3% | -0.8% |
| 3M | +5.7% | +6.4% | -0.7% | +4.8% |
| 6M | +39.1% | +26.6% | +12.5% | +34.7% |
| YTD | +17.7% | +53.8% | -36.1% | +11.0% |
| 1Y | +8.4% | +62.8% | -54.4% | +1.2% |
| 3Y | -36.6% | +118.0% | -154.6% | -43.9% |
| 5Y | -19.1% | +71.2% | -90.3% | -25.1% |
| All | +18.3% | +52.7% | -34.4% | +7.4% |
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 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