+73.6%
IWD vs RPRX
+74.2%
-0.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.3% | +4.5% | +0.4% |
| 7D | -0.2% | -2.8% | +2.6% | +0.5% |
| 30D | -0.8% | +7.2% | -7.9% | -2.5% |
| 3M | +8.0% | +10.9% | -2.9% | +5.1% |
| 6M | +18.2% | +34.6% | -16.4% | +9.4% |
| YTD | +22.3% | +59.0% | -36.6% | +8.4% |
| 1Y | +28.9% | +72.5% | -43.6% | +11.5% |
| 3Y | +71.5% | +124.1% | -52.6% | +36.8% |
| 5Y | +73.6% | +75.9% | -2.3% | +52.0% |
| All | +73.6% | +74.2% | -0.6% | +52.0% |
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