+2.0%
MUB vs RPRX
+74.2%
-72.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.3% | +5.3% | +0.1% |
| 7D | -0.3% | -2.8% | +2.5% | -0.2% |
| 30D | -1.5% | +7.2% | -8.7% | -1.7% |
| 3M | -1.9% | +10.9% | -12.8% | -2.2% |
| 6M | -1.7% | +34.6% | -36.3% | -2.5% |
| YTD | -0.8% | +59.0% | -59.7% | -2.0% |
| 1Y | +1.5% | +72.5% | -71.0% | +0.1% |
| 3Y | +8.8% | +124.1% | -115.3% | +6.4% |
| 5Y | +2.0% | +75.9% | -73.9% | +0.6% |
| All | +2.0% | +74.2% | -72.2% | +0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling