+68.5%
IBB vs RPRX
+79.2%
-10.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.2% | +0.6% | +2.0% |
| 7D | +2.7% | +3.4% | -0.7% | +1.5% |
| 30D | +6.3% | +20.8% | -14.5% | -0.6% |
| 3M | +11.1% | +21.6% | -10.6% | +3.7% |
| 6M | +29.2% | +36.5% | -7.3% | +15.8% |
| YTD | +30.2% | +80.4% | -50.2% | +6.3% |
| 1Y | +39.5% | +81.8% | -42.3% | +13.6% |
| 3Y | +92.3% | +170.9% | -78.5% | +35.3% |
| 5Y | +43.0% | +95.2% | -52.2% | +12.7% |
| All | +68.5% | +79.2% | -10.7% | +33.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling