+23.1%
IGV vs RPRX
+70.9%
-47.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.4% |
| 7D | -2.9% | -8.4% | +5.4% | -0.7% |
| 30D | -1.5% | -0.6% | -0.9% | -1.4% |
| 3M | +11.7% | +6.4% | +5.2% | +9.4% |
| 6M | +18.4% | +26.6% | -8.2% | +10.2% |
| YTD | -3.9% | +53.8% | -57.7% | -15.9% |
| 1Y | -9.7% | +62.8% | -72.5% | -22.7% |
| 3Y | +38.4% | +118.0% | -79.6% | +5.3% |
| All | +23.1% | +70.9% | -47.7% | +9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling