+77.1%
MSI vs RPRX
+177.1%
-99.9%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | +0.1% |
| 7D | +3.2% | +3.3% | -0.1% | +3.0% |
| 30D | +17.6% | +17.9% | -0.3% | +16.5% |
| 3M | +14.5% | +19.2% | -4.7% | +13.4% |
| 6M | +34.3% | +31.7% | +2.5% | +32.3% |
| YTD | +39.7% | +82.5% | -42.7% | +35.5% |
| 1Y | +40.2% | +78.4% | -38.3% | +36.1% |
| 3Y | +77.1% | +177.0% | -99.8% | +72.6% |
| All | +77.1% | +177.1% | -99.9% | +72.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling