+320.0%
MTZ vs RPRX
+79.2%
+240.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.2% | +6.4% | +8.1% |
| 7D | -2.4% | +3.4% | -5.8% | -3.2% |
| 30D | -11.1% | +20.8% | -31.9% | -14.8% |
| 3M | -30.6% | +21.6% | -52.2% | -33.8% |
| 6M | -54.4% | +36.5% | -90.9% | -57.7% |
| YTD | -13.0% | +80.4% | -93.5% | -24.4% |
| 1Y | -5.7% | +81.8% | -87.5% | -18.1% |
| 3Y | +297.2% | +170.9% | +126.3% | +209.8% |
| 5Y | +95.9% | +95.2% | +0.7% | +66.7% |
| All | +320.0% | +79.2% | +240.9% | +251.1% |
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