+27.1%
SW vs RPRX
+68.6%
-41.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +2.3% | +0.2% | +2.1% | +2.3% |
| 30D | +6.8% | +18.6% | -11.8% | +2.7% |
| 3M | -5.2% | +18.0% | -23.2% | -8.5% |
| 6M | +7.4% | +33.8% | -26.4% | -0.8% |
| YTD | +17.4% | +76.6% | -59.2% | 0.0% |
| 1Y | +27.1% | +68.2% | -41.1% | +8.7% |
| All | +27.1% | +68.6% | -41.6% | +8.7% |
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