+34.3%
IP vs RPRX
+81.2%
-46.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.3% |
| 7D | -0.3% | +3.3% | -3.6% | -0.9% |
| 30D | +7.9% | +17.9% | -10.0% | +4.8% |
| 3M | -15.3% | +19.2% | -34.6% | -17.9% |
| 6M | +10.5% | +31.7% | -21.2% | +5.2% |
| YTD | -9.4% | +82.5% | -91.8% | -18.4% |
| 1Y | -4.6% | +78.4% | -83.1% | -13.8% |
| 3Y | +21.2% | +177.0% | -155.7% | +1.1% |
| 5Y | -13.3% | +86.5% | -99.8% | -23.0% |
| All | +34.3% | +81.2% | -46.9% | +18.8% |
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