+258.1%
MTZ vs RPRX
+159.9%
+98.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -0.4% | +9.9% | +9.6% |
| 7D | -6.4% | +0.2% | -6.6% | -6.5% |
| 30D | -22.1% | +18.6% | -40.6% | -23.8% |
| 3M | -32.7% | +18.0% | -50.7% | -34.4% |
| 6M | -59.8% | +33.8% | -93.6% | -61.8% |
| YTD | -19.9% | +76.6% | -96.5% | -26.9% |
| 1Y | -11.5% | +68.2% | -79.7% | -18.8% |
| 3Y | +258.1% | +161.5% | +96.5% | +208.2% |
| All | +258.1% | +159.9% | +98.2% | +208.2% |
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