+34.7%
IP vs RPRX
+75.3%
-40.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -5.1% | +0.2% | -5.2% | -5.1% |
| 30D | +8.5% | +18.6% | -10.1% | +5.3% |
| 3M | -13.8% | +18.0% | -31.8% | -16.4% |
| 6M | +5.7% | +33.8% | -28.1% | +0.4% |
| YTD | -9.1% | +76.6% | -85.7% | -17.7% |
| 1Y | -0.8% | +68.2% | -69.1% | -9.5% |
| 3Y | +14.8% | +161.5% | -146.7% | -3.4% |
| 5Y | -11.5% | +91.4% | -102.9% | -21.2% |
| All | +34.7% | +75.3% | -40.6% | +19.8% |
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 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