+66.6%
IBB vs RPRX
+80.9%
-14.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.4% |
| 7D | +0.8% | +4.6% | -3.8% | -0.8% |
| 30D | +5.2% | +22.0% | -16.8% | -2.1% |
| 3M | +8.6% | +20.3% | -11.7% | +1.7% |
| 6M | +27.8% | +37.9% | -10.1% | +14.1% |
| YTD | +28.8% | +82.2% | -53.4% | +4.8% |
| 1Y | +36.4% | +83.7% | -47.3% | +10.6% |
| 3Y | +89.3% | +175.4% | -86.1% | +32.4% |
| 5Y | +43.3% | +87.7% | -44.5% | +14.0% |
| All | +66.6% | +80.9% | -14.3% | +31.1% |
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