+81.7%
MRSH vs RPRX
+52.7%
+29.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -4.8% | -8.4% | +3.6% | -3.2% |
| 30D | -6.3% | -0.6% | -5.7% | -6.3% |
| 3M | +5.8% | +6.4% | -0.6% | +4.5% |
| 6M | +2.8% | +26.6% | -23.8% | -1.7% |
| YTD | -3.1% | +53.8% | -56.9% | -10.7% |
| 1Y | -11.3% | +62.8% | -74.1% | -19.3% |
| 3Y | -5.0% | +118.0% | -123.0% | -18.9% |
| 5Y | +19.2% | +71.2% | -52.0% | +7.1% |
| All | +81.7% | +52.7% | +29.0% | +62.3% |
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 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