+71.5%
IWD vs RPRX
+126.7%
-55.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.3% | +4.5% | +0.1% |
| 7D | -0.2% | -2.8% | +2.6% | +0.3% |
| 30D | -0.8% | +7.2% | -7.9% | -2.0% |
| 3M | +8.0% | +10.9% | -2.9% | +6.0% |
| 6M | +18.2% | +34.6% | -16.4% | +11.9% |
| YTD | +22.3% | +59.0% | -36.6% | +12.5% |
| 1Y | +28.9% | +72.5% | -43.6% | +16.6% |
| 3Y | +71.5% | +124.1% | -52.6% | +47.5% |
| All | +71.5% | +126.7% | -55.1% | +47.5% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling