+74.2%
IWD vs RPRX
+89.2%
-15.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.2% |
| 7D | -0.6% | +3.6% | -4.2% | -1.4% |
| 30D | +3.6% | +21.2% | -17.6% | -1.3% |
| 3M | +2.7% | +21.6% | -19.0% | -2.4% |
| 6M | +13.2% | +36.7% | -23.5% | +4.1% |
| YTD | +26.8% | +83.7% | -56.9% | +7.6% |
| 1Y | +29.3% | +83.2% | -53.9% | +9.8% |
| 3Y | +85.1% | +177.7% | -92.5% | +36.8% |
| 5Y | +74.2% | +95.8% | -21.6% | +48.7% |
| All | +74.2% | +89.2% | -15.0% | +48.7% |
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