+252.3%
MSI vs RPRX
+53.1%
+199.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.0% | +3.9% | +1.3% |
| 7D | -1.8% | -8.0% | +6.3% | -0.5% |
| 30D | -0.6% | +2.1% | -2.7% | -1.0% |
| 3M | +13.0% | +8.2% | +4.8% | +11.5% |
| 6M | +0.5% | +28.9% | -28.4% | -3.7% |
| YTD | +21.7% | +54.1% | -32.4% | +13.3% |
| 1Y | -2.6% | +65.5% | -68.1% | -10.5% |
| 3Y | +69.7% | +117.3% | -47.6% | +47.3% |
| 5Y | +102.8% | +71.6% | +31.2% | +85.9% |
| All | +252.3% | +53.1% | +199.2% | +221.9% |
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