+30.7%
IEMG vs RPRX
+65.1%
-34.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.5% | +1.2% |
| 7D | -1.3% | -8.4% | +7.1% | -0.9% |
| 30D | +1.9% | -0.6% | +2.5% | +2.0% |
| 3M | +1.4% | +6.4% | -5.0% | +1.2% |
| 6M | +15.2% | +26.6% | -11.4% | +10.8% |
| YTD | +23.8% | +53.8% | -29.9% | +18.2% |
| 1Y | +30.7% | +62.8% | -32.1% | +25.9% |
| All | +30.7% | +65.1% | -34.4% | +25.9% |
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 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