+32.8%
SMTC vs RPRX
+91.4%
-58.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.5% | -3.1% | -4.2% |
| 7D | +30.5% | +2.1% | +28.4% | +29.9% |
| 30D | -30.9% | +21.9% | -52.8% | -34.9% |
| 3M | -14.7% | +16.9% | -31.6% | -19.0% |
| 6M | -9.6% | +34.5% | -44.1% | -19.5% |
| YTD | +62.1% | +80.9% | -18.9% | +28.8% |
| 1Y | +66.6% | +77.6% | -11.0% | +33.3% |
| 3Y | +718.1% | +173.5% | +544.5% | +432.7% |
| 5Y | +32.8% | +84.9% | -52.1% | +14.4% |
| All | +32.8% | +91.4% | -58.6% | +14.4% |
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