+5.8%
MUB vs RPRX
+57.8%
-52.1%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.7% | -4.0% | +3.3% | -0.6% |
| 30D | -2.0% | +4.9% | -6.9% | -2.1% |
| 3M | -2.5% | +9.4% | -11.9% | -2.7% |
| 6M | -2.3% | +33.3% | -35.6% | -2.9% |
| YTD | -1.3% | +59.0% | -60.3% | -2.2% |
| 1Y | +1.1% | +69.2% | -68.1% | +0.1% |
| 3Y | +8.2% | +124.1% | -115.9% | +6.4% |
| 5Y | +1.5% | +77.9% | -76.4% | +0.2% |
| All | +5.8% | +57.8% | -52.1% | +4.4% |
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 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