+125.1%
RPRX vs MSTZ
-99.2%
+224.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +8.2% | -13.5% | -5.1% |
| 7D | -2.8% | -25.4% | +22.6% | -3.1% |
| 30D | +7.2% | -60.9% | +68.0% | +6.1% |
| 3M | +10.9% | -54.2% | +65.1% | +10.3% |
| 6M | +34.6% | -65.0% | +99.5% | +34.0% |
| YTD | +59.0% | -76.5% | +135.5% | +58.4% |
| 1Y | +72.5% | -23.4% | +95.9% | +75.2% |
| All | +125.1% | -99.2% | +224.3% | +115.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling