+114.7%
SMTC vs RPRX
+72.5%
+42.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.0% | +0.1% | -2.0% |
| 7D | +17.5% | -8.0% | +25.6% | +20.4% |
| 30D | +21.3% | +2.1% | +19.2% | +20.1% |
| 3M | +3.1% | +8.2% | -5.0% | -0.7% |
| 6M | +81.7% | +28.9% | +52.8% | +63.4% |
| YTD | +115.9% | +54.1% | +61.8% | +82.3% |
| 1Y | +157.8% | +65.5% | +92.3% | +111.3% |
| 3Y | +557.3% | +117.3% | +440.0% | +379.7% |
| 5Y | +114.7% | +71.6% | +43.1% | +81.4% |
| All | +114.7% | +72.5% | +42.2% | +81.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling