+82.6%
SMR vs RPRX
+123.5%
-40.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +13.1% | -4.0% | +17.1% | +14.1% |
| 30D | +17.8% | +4.9% | +12.8% | +15.3% |
| 3M | +8.1% | +9.4% | -1.3% | +3.6% |
| 6M | -11.1% | +33.3% | -44.4% | -22.2% |
| YTD | -23.7% | +59.0% | -82.7% | -38.0% |
| 1Y | -69.4% | +69.2% | -138.6% | -75.8% |
| All | +82.6% | +123.5% | -40.9% | +29.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling