+303.8%
MSI vs RPRX
+79.7%
+224.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.7% |
| 7D | +2.6% | +2.1% | +0.5% | +2.3% |
| 30D | +18.1% | +21.9% | -3.8% | +14.6% |
| 3M | +13.2% | +16.9% | -3.7% | +10.4% |
| 6M | +36.3% | +34.5% | +1.7% | +29.9% |
| YTD | +39.5% | +80.9% | -41.4% | +26.7% |
| 1Y | +36.9% | +77.6% | -40.7% | +24.7% |
| 3Y | +76.1% | +173.5% | -97.4% | +47.1% |
| 5Y | +123.7% | +84.9% | +38.8% | +101.9% |
| All | +303.8% | +79.7% | +224.1% | +260.0% |
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