+84.6%
IGV vs RPRX
+79.7%
+5.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.4% |
| 7D | +2.5% | +2.1% | +0.4% | +2.0% |
| 30D | -8.6% | +21.9% | -30.5% | -13.1% |
| 3M | -1.6% | +16.9% | -18.5% | -5.5% |
| 6M | +13.4% | +34.5% | -21.1% | +4.7% |
| YTD | -4.0% | +80.9% | -84.9% | -18.5% |
| 1Y | -7.6% | +77.6% | -85.2% | -21.2% |
| 3Y | +39.3% | +173.5% | -134.3% | +2.6% |
| 5Y | +14.5% | +84.9% | -70.4% | -3.3% |
| All | +84.6% | +79.7% | +5.0% | +53.8% |
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 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