+148.2%
SPMO vs RPRX
+72.5%
+75.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.0% | +1.2% | -1.3% |
| 7D | +0.1% | -8.0% | +8.1% | +1.6% |
| 30D | -0.7% | +2.1% | -2.8% | -1.2% |
| 3M | +2.8% | +8.2% | -5.4% | +1.0% |
| 6M | +24.4% | +28.9% | -4.5% | +17.6% |
| YTD | +24.2% | +54.1% | -30.0% | +12.9% |
| 1Y | +24.5% | +65.5% | -41.0% | +11.2% |
| 3Y | +155.6% | +117.3% | +38.3% | +112.8% |
| 5Y | +148.2% | +71.6% | +76.6% | +126.5% |
| All | +148.2% | +72.5% | +75.7% | +126.5% |
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