+82.2%
IQV vs RPRX
+57.8%
+24.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -2.6% | -4.0% | +1.4% | -1.3% |
| 30D | +6.2% | +4.9% | +1.3% | +4.6% |
| 3M | +38.0% | +9.4% | +28.6% | +34.1% |
| 6M | +43.9% | +33.3% | +10.6% | +31.6% |
| YTD | +14.0% | +59.0% | -45.0% | -1.5% |
| 1Y | +35.5% | +69.2% | -33.7% | +14.6% |
| 3Y | +20.3% | +124.1% | -103.7% | -7.3% |
| 5Y | -1.6% | +77.9% | -79.5% | -18.1% |
| All | +82.2% | +57.8% | +24.4% | +50.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling