+263.9%
SPMO vs RPRX
+52.7%
+211.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -0.9% | -8.4% | +7.4% | +0.6% |
| 30D | -1.9% | -0.6% | -1.3% | -1.9% |
| 3M | -1.4% | +6.4% | -7.8% | -2.8% |
| 6M | +25.5% | +26.6% | -1.1% | +19.5% |
| YTD | +24.8% | +53.8% | -28.9% | +14.4% |
| 1Y | +24.5% | +62.8% | -38.3% | +12.5% |
| 3Y | +157.1% | +118.0% | +39.1% | +117.1% |
| 5Y | +149.5% | +71.2% | +78.3% | +123.5% |
| All | +263.9% | +52.7% | +211.2% | +227.4% |
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 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