-73.1%
SMR vs RPRX
+77.4%
-150.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.6% |
| 7D | +4.4% | +5.1% | -0.7% | +2.7% |
| 30D | +3.4% | +11.2% | -7.8% | +0.4% |
| 3M | -19.2% | +16.7% | -35.9% | -23.6% |
| 6M | -22.6% | +36.0% | -58.6% | -35.0% |
| YTD | -31.5% | +67.8% | -99.3% | -48.0% |
| 1Y | -73.1% | +76.7% | -149.8% | -79.1% |
| All | -73.1% | +77.4% | -150.5% | -79.1% |
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