+181.3%
SMTC vs RPRX
+66.6%
+114.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.1% | +9.1% | +9.2% |
| 7D | +12.7% | +5.1% | +7.6% | +10.9% |
| 30D | +22.0% | +11.2% | +10.8% | +17.7% |
| 3M | -12.7% | +16.7% | -29.4% | -17.7% |
| 6M | +64.8% | +36.0% | +28.8% | +47.0% |
| YTD | +100.7% | +67.8% | +32.9% | +66.5% |
| 1Y | +146.9% | +76.7% | +70.2% | +100.4% |
| 3Y | +456.8% | +128.1% | +328.7% | +307.1% |
| 5Y | +89.2% | +82.9% | +6.4% | +52.1% |
| All | +181.3% | +66.6% | +114.7% | +129.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling