+1,272.2%
MUU vs RPRX
+163.8%
+1,108.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.8% | -6.1% | -5.6% |
| 7D | +24.7% | +3.3% | +21.3% | +23.2% |
| 30D | -35.1% | +17.9% | -53.0% | -39.8% |
| 3M | -44.3% | +19.2% | -63.5% | -48.6% |
| 6M | -44.4% | +31.7% | -76.1% | -53.2% |
| YTD | +244.9% | +82.5% | +162.5% | +129.0% |
| 1Y | +365.6% | +78.4% | +287.2% | +214.4% |
| All | +1,272.2% | +163.8% | +1,108.5% | +602.5% |
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 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