+40.0%
IGV vs RPRX
+123.5%
-83.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.3% | +3.4% | -1.4% |
| 7D | -3.3% | -2.8% | -0.5% | -3.1% |
| 30D | 0.0% | +7.2% | -7.2% | -0.6% |
| 3M | +7.3% | +10.9% | -3.5% | +6.4% |
| 6M | +16.7% | +34.6% | -17.8% | +13.5% |
| YTD | -2.8% | +59.0% | -61.8% | -7.2% |
| 1Y | -6.7% | +72.5% | -79.2% | -11.9% |
| All | +40.0% | +123.5% | -83.5% | +29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling