+84.2%
IGV vs RPRX
+53.1%
+31.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.0% | +2.4% | +0.2% |
| 7D | -5.4% | -8.0% | +2.7% | -3.4% |
| 30D | -2.6% | +2.1% | -4.7% | -3.2% |
| 3M | +10.5% | +8.2% | +2.3% | +8.0% |
| 6M | +18.2% | +28.9% | -10.7% | +10.0% |
| YTD | -4.2% | +54.1% | -58.4% | -15.3% |
| 1Y | -9.8% | +65.5% | -75.4% | -22.1% |
| 3Y | +39.1% | +117.3% | -78.2% | +9.3% |
| 5Y | +21.2% | +71.6% | -50.4% | +4.3% |
| All | +84.2% | +53.1% | +31.1% | +59.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling