+43.4%
SMH vs RPRX
+85.8%
-42.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.5% | -2.6% |
| 7D | -11.2% | +4.2% | -15.4% | -10.9% |
| 30D | -20.4% | +19.2% | -39.7% | -19.7% |
| 3M | -12.4% | +18.0% | -30.4% | -11.6% |
| 6M | -0.5% | +35.7% | -36.2% | -3.7% |
| YTD | +40.0% | +77.2% | -37.2% | +25.7% |
| 1Y | +43.4% | +82.0% | -38.6% | +27.8% |
| All | +43.4% | +85.8% | -42.4% | +27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling