+230.2%
STT vs RPRX
+79.7%
+150.6%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | 0.0% |
| 7D | +5.1% | +2.1% | +3.1% | +4.7% |
| 30D | -0.2% | +21.9% | -22.1% | -4.1% |
| 3M | -8.1% | +16.9% | -25.1% | -11.1% |
| 6M | +16.6% | +34.5% | -17.9% | +9.5% |
| YTD | +37.8% | +80.9% | -43.1% | +21.5% |
| 1Y | +46.8% | +77.6% | -30.8% | +29.9% |
| 3Y | +181.2% | +173.5% | +7.6% | +124.3% |
| 5Y | +105.1% | +84.9% | +20.2% | +77.7% |
| All | +230.2% | +79.7% | +150.6% | +182.3% |
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