-0.9%
MSFT vs RPRX
+69.5%
-70.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.0% | -4.0% | +3.0% | -1.1% |
| 30D | -2.7% | +4.9% | -7.6% | -2.4% |
| 3M | +22.1% | +9.4% | +12.7% | +22.1% |
| 6M | +20.6% | +33.3% | -12.7% | +22.6% |
| YTD | +2.3% | +59.0% | -56.7% | +6.5% |
| All | -0.9% | +69.5% | -70.4% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling