+42.4%
IP vs RPRX
+57.8%
-15.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.3% | +3.3% | -1.1% |
| 7D | +0.1% | -2.8% | +2.9% | +0.6% |
| 30D | -11.2% | +7.2% | -18.4% | -12.3% |
| 3M | +12.3% | +10.9% | +1.4% | +10.3% |
| 6M | -5.2% | +34.6% | -39.8% | -10.1% |
| YTD | -4.0% | +59.0% | -62.9% | -11.3% |
| 1Y | -19.2% | +72.5% | -91.7% | -26.6% |
| 3Y | +20.3% | +124.1% | -103.8% | +4.0% |
| 5Y | -17.5% | +75.9% | -93.4% | -25.2% |
| All | +42.4% | +57.8% | -15.5% | +29.0% |
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