-1.2%
IQV vs RPRX
+72.5%
-73.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.2% | +1.3% |
| 7D | -5.3% | -8.0% | +2.8% | -2.1% |
| 30D | +5.5% | +2.1% | +3.4% | +4.6% |
| 3M | +41.2% | +8.2% | +33.0% | +36.7% |
| 6M | +50.5% | +28.9% | +21.6% | +35.8% |
| YTD | +14.1% | +54.1% | -40.0% | -4.5% |
| 1Y | +39.9% | +65.5% | -25.6% | +13.3% |
| 3Y | +20.5% | +117.3% | -96.8% | -13.7% |
| 5Y | -1.2% | +71.6% | -72.8% | -19.0% |
| All | -1.2% | +72.5% | -73.7% | -19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling