+87.9%
MOS vs RPRX
+75.3%
+12.6%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +21.6% | +0.2% | +21.4% | +21.6% |
| 30D | +12.0% | +18.6% | -6.6% | +7.5% |
| 3M | -3.9% | +18.0% | -21.9% | -7.7% |
| 6M | -3.3% | +33.8% | -37.1% | -10.0% |
| YTD | -4.6% | +76.6% | -81.2% | -17.2% |
| 1Y | -7.0% | +68.2% | -75.2% | -18.3% |
| 3Y | -24.4% | +161.5% | -186.0% | -41.6% |
| 5Y | -32.1% | +91.4% | -123.5% | -43.1% |
| All | +87.9% | +75.3% | +12.6% | +58.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling