+28.1%
SW vs RPRX
+85.8%
-57.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.7% | +2.3% | +3.7% |
| 7D | +12.1% | +4.2% | +7.8% | +11.0% |
| 30D | +6.6% | +19.2% | -12.7% | +2.9% |
| 3M | -6.0% | +18.0% | -24.0% | -8.8% |
| 6M | +21.5% | +35.7% | -14.2% | +13.5% |
| YTD | +20.3% | +77.2% | -56.9% | +7.5% |
| 1Y | +28.1% | +82.0% | -53.9% | +14.3% |
| All | +28.1% | +85.8% | -57.7% | +14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling