+158.0%
RPRX vs MSTZ
-99.3%
+257.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +7.6% | -6.6% | +1.1% |
| 7D | +4.6% | +21.1% | -16.5% | +4.9% |
| 30D | +22.0% | +40.1% | -18.1% | +22.6% |
| 3M | +20.3% | -66.1% | +86.4% | +19.1% |
| 6M | +37.9% | -20.7% | +58.6% | +38.8% |
| YTD | +82.2% | -78.6% | +160.8% | +81.7% |
| 1Y | +83.7% | -55.5% | +139.2% | +85.3% |
| All | +158.0% | -99.3% | +257.3% | +147.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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