+38.6%
IP vs RPRX
+79.2%
-40.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +2.5% |
| 7D | -3.0% | +3.4% | -6.4% | -3.6% |
| 30D | +10.6% | +20.8% | -10.2% | +7.0% |
| 3M | -13.6% | +21.6% | -35.2% | -16.6% |
| 6M | +10.4% | +36.5% | -26.1% | +4.5% |
| YTD | -6.5% | +80.4% | -86.9% | -15.6% |
| 1Y | -2.1% | +81.8% | -83.9% | -11.7% |
| 3Y | +22.0% | +170.9% | -148.9% | +2.1% |
| 5Y | -9.7% | +95.2% | -104.9% | -19.9% |
| All | +38.6% | +79.2% | -40.5% | +22.8% |
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