+270.1%
SIMO vs RPRX
+83.4%
+186.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.1% | +8.6% | +8.7% |
| 7D | +4.2% | +5.1% | -0.9% | +3.5% |
| 30D | +4.1% | +11.2% | -7.1% | +2.5% |
| 3M | -12.9% | +16.7% | -29.6% | -15.0% |
| 6M | +110.3% | +36.0% | +74.4% | +99.2% |
| YTD | +178.6% | +67.8% | +110.8% | +154.1% |
| 1Y | +220.0% | +76.7% | +143.3% | +189.5% |
| 3Y | +409.0% | +128.1% | +280.9% | +346.0% |
| All | +270.1% | +83.4% | +186.7% | +227.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling