+215.7%
SIMO vs RPRX
+159.9%
+55.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.2% |
| 7D | -22.0% | +0.2% | -22.2% | -22.0% |
| 30D | -43.0% | +18.6% | -61.6% | -43.5% |
| 3M | -39.1% | +18.0% | -57.1% | -39.8% |
| 6M | -33.3% | +33.8% | -67.1% | -35.7% |
| YTD | +77.0% | +76.6% | +0.4% | +61.0% |
| 1Y | +73.0% | +68.2% | +4.8% | +58.5% |
| 3Y | +215.7% | +161.5% | +54.2% | +181.8% |
| All | +215.7% | +159.9% | +55.9% | +181.8% |
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