+686.1%
SMH vs RPRX
+52.7%
+633.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | +0.3% | -8.4% | +8.6% | +2.2% |
| 30D | -2.8% | -0.6% | -2.2% | -2.8% |
| 3M | -6.7% | +6.4% | -13.1% | -8.5% |
| 6M | +41.8% | +26.6% | +15.2% | +33.1% |
| YTD | +57.9% | +53.8% | +4.1% | +41.1% |
| 1Y | +87.6% | +62.8% | +24.8% | +65.0% |
| 3Y | +282.9% | +118.0% | +164.9% | +209.1% |
| 5Y | +330.4% | +71.2% | +259.2% | +277.4% |
| All | +686.1% | +52.7% | +633.4% | +594.8% |
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 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