+2,396.1%
MUU vs RPRX
+122.3%
+2,273.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | -8.2% | -8.4% | +0.1% | -4.0% |
| 30D | +10.2% | -0.6% | +10.8% | +10.5% |
| 3M | -26.5% | +6.4% | -32.9% | -30.1% |
| 6M | +227.2% | +26.6% | +200.6% | +171.1% |
| YTD | +527.4% | +53.8% | +473.7% | +351.0% |
| 1Y | +1,843.7% | +62.8% | +1,780.9% | +1,248.0% |
| All | +2,396.1% | +122.3% | +2,273.8% | +1,283.5% |
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