+82.1%
MRSH vs RPRX
+53.1%
+29.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.0% | +3.3% | +0.8% |
| 7D | -5.9% | -8.0% | +2.1% | -4.5% |
| 30D | -7.3% | +2.1% | -9.4% | -7.7% |
| 3M | +6.7% | +8.2% | -1.5% | +5.1% |
| 6M | +3.0% | +28.9% | -25.9% | -1.8% |
| YTD | -2.9% | +54.1% | -57.0% | -10.5% |
| 1Y | -9.0% | +65.5% | -74.5% | -17.4% |
| 3Y | -4.3% | +117.3% | -121.6% | -18.3% |
| 5Y | +19.4% | +71.6% | -52.2% | +7.3% |
| All | +82.1% | +53.1% | +29.0% | +62.6% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling