+114.4%
MTUM vs RPRX
+116.2%
-1.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +0.7% | -8.4% | +9.1% | +1.3% |
| 30D | -2.4% | -0.6% | -1.8% | -2.5% |
| 3M | -3.6% | +6.4% | -10.1% | -4.2% |
| 6M | +23.7% | +26.6% | -2.9% | +20.5% |
| YTD | +22.9% | +53.8% | -30.9% | +17.7% |
| 1Y | +21.8% | +62.8% | -41.0% | +15.9% |
| 3Y | +114.4% | +118.0% | -3.6% | +101.4% |
| All | +114.4% | +116.2% | -1.7% | +101.4% |
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 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