+20.9%
IBB vs RPRX
+74.2%
-53.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.3% | +3.1% | 0.0% |
| 7D | -1.7% | -2.8% | +1.1% | -0.6% |
| 30D | +4.9% | +7.2% | -2.3% | +2.1% |
| 3M | +24.2% | +10.9% | +13.3% | +19.2% |
| 6M | +23.8% | +34.6% | -10.7% | +10.3% |
| YTD | +23.0% | +59.0% | -36.0% | +2.7% |
| 1Y | +46.2% | +72.5% | -26.4% | +18.0% |
| 3Y | +64.8% | +124.1% | -59.3% | +18.8% |
| 5Y | +20.9% | +75.9% | -55.0% | -1.9% |
| All | +20.9% | +74.2% | -53.3% | -1.9% |
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