+261.8%
STT vs RPRX
+53.1%
+208.7%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.7% | +0.3% |
| 7D | -1.4% | -8.0% | +6.7% | +0.3% |
| 30D | +2.2% | +2.1% | +0.1% | +1.7% |
| 3M | +18.8% | +8.2% | +10.6% | +16.7% |
| 6M | +57.9% | +28.9% | +29.0% | +49.4% |
| YTD | +51.0% | +54.1% | -3.1% | +37.5% |
| 1Y | +77.1% | +65.5% | +11.6% | +58.5% |
| 3Y | +199.8% | +117.3% | +82.6% | +150.8% |
| 5Y | +156.0% | +71.6% | +84.4% | +127.4% |
| All | +261.8% | +53.1% | +208.7% | +219.5% |
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 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