+369.3%
SIMO vs RPRX
+82.4%
+286.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.8% | +7.9% | +8.6% |
| 7D | +0.9% | +3.6% | -2.7% | +0.6% |
| 30D | -25.4% | +21.2% | -46.6% | -27.1% |
| 3M | -17.8% | +21.6% | -39.4% | -19.8% |
| 6M | -29.6% | +36.7% | -66.2% | -32.8% |
| YTD | +100.3% | +83.7% | +16.6% | +81.7% |
| 1Y | +100.4% | +83.2% | +17.2% | +81.8% |
| 3Y | +246.1% | +177.7% | +68.4% | +195.4% |
| 5Y | +189.8% | +95.8% | +94.0% | +158.1% |
| All | +369.3% | +82.4% | +286.9% | +322.2% |
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