+323.8%
SN vs RPRX
+110.4%
+213.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.3% | +6.3% | +2.3% |
| 7D | +0.1% | -2.8% | +2.9% | +0.8% |
| 30D | -5.6% | +7.2% | -12.8% | -7.6% |
| 3M | +48.1% | +10.9% | +37.2% | +43.4% |
| 6M | +57.6% | +34.6% | +23.1% | +43.9% |
| YTD | +56.5% | +59.0% | -2.5% | +36.0% |
| 1Y | +52.6% | +72.5% | -20.0% | +28.8% |
| 3Y | +412.0% | +124.1% | +287.9% | +323.0% |
| All | +323.8% | +110.4% | +213.4% | +280.4% |
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