+169.5%
IVV vs RPRX
+66.6%
+102.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +0.1% | +5.1% | -5.0% | -0.8% |
| 30D | +0.1% | +11.2% | -11.1% | -2.0% |
| 3M | +2.0% | +16.7% | -14.7% | -1.2% |
| 6M | +13.0% | +36.0% | -22.9% | +6.1% |
| YTD | +13.6% | +67.8% | -54.2% | +2.2% |
| 1Y | +20.1% | +76.7% | -56.6% | +6.6% |
| 3Y | +77.6% | +128.1% | -50.5% | +48.4% |
| 5Y | +82.5% | +82.9% | -0.4% | +60.9% |
| All | +169.5% | +66.6% | +102.9% | +137.1% |
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