+218.1%
SMTC vs RPRX
+52.7%
+165.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.2% |
| 7D | +13.1% | -8.4% | +21.4% | +16.0% |
| 30D | +19.5% | -0.6% | +20.1% | +19.3% |
| 3M | +2.2% | +6.4% | -4.2% | -0.9% |
| 6M | +94.9% | +26.6% | +68.3% | +77.3% |
| YTD | +127.0% | +53.8% | +73.2% | +93.1% |
| 1Y | +174.6% | +62.8% | +111.8% | +128.3% |
| 3Y | +615.9% | +118.0% | +497.9% | +427.3% |
| 5Y | +125.6% | +71.2% | +54.4% | +84.8% |
| All | +218.1% | +52.7% | +165.4% | +165.9% |
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