+272.3%
MTZ vs RPRX
+177.1%
+95.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.3% |
| 7D | +5.0% | +3.3% | +1.6% | +4.6% |
| 30D | -6.0% | +17.9% | -23.9% | -7.9% |
| 3M | -36.1% | +19.2% | -55.4% | -37.7% |
| 6M | -56.9% | +31.7% | -88.6% | -58.7% |
| YTD | -15.9% | +82.5% | -98.4% | -23.5% |
| 1Y | -3.8% | +78.4% | -82.3% | -12.4% |
| 3Y | +272.3% | +177.0% | +95.3% | +222.1% |
| All | +272.3% | +177.1% | +95.2% | +222.1% |
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 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