-27.5%
MOS vs RPRX
+178.9%
-206.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.0% |
| 7D | +5.5% | +3.6% | +1.8% | +4.6% |
| 30D | +21.0% | +21.2% | -0.2% | +16.3% |
| 3M | -0.5% | +21.6% | -22.1% | -4.5% |
| 6M | +6.6% | +36.7% | -30.1% | -0.4% |
| YTD | -2.8% | +83.7% | -86.4% | -14.8% |
| 1Y | -8.1% | +83.2% | -91.2% | -19.5% |
| All | -27.5% | +178.9% | -206.3% | -43.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling