+693.3%
SMH vs RPRX
+57.8%
+635.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.3% | +6.5% | +2.4% |
| 7D | +5.2% | -2.8% | +8.0% | +5.8% |
| 30D | -1.5% | +7.2% | -8.7% | -3.2% |
| 3M | -4.1% | +10.9% | -15.0% | -6.7% |
| 6M | +50.8% | +34.6% | +16.2% | +39.5% |
| YTD | +59.3% | +59.0% | +0.3% | +41.4% |
| 1Y | +94.1% | +72.5% | +21.6% | +68.4% |
| 3Y | +286.7% | +124.1% | +162.6% | +210.4% |
| 5Y | +339.4% | +75.9% | +263.5% | +282.9% |
| All | +693.3% | +57.8% | +635.4% | +596.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling