-5.5%
IP vs RPRX
+85.9%
-91.4%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.6% |
| 7D | -2.8% | +3.6% | -6.4% | -3.9% |
| 30D | +9.2% | +21.2% | -12.0% | +2.5% |
| 3M | -16.1% | +21.6% | -37.8% | -21.4% |
| 6M | +9.6% | +36.7% | -27.1% | -1.8% |
| YTD | -8.8% | +83.7% | -92.5% | -28.7% |
| 1Y | -5.5% | +83.2% | -88.7% | -26.0% |
| All | -5.5% | +85.9% | -91.4% | -26.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling