+73.6%
IWF vs RPRX
+77.0%
-3.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +0.5% | -4.0% | +4.5% | +1.5% |
| 30D | -1.4% | +4.9% | -6.3% | -2.6% |
| 3M | +0.4% | +9.4% | -8.9% | -2.0% |
| 6M | +8.5% | +33.3% | -24.8% | +0.4% |
| YTD | +3.7% | +59.0% | -55.3% | -8.4% |
| 1Y | +8.5% | +69.2% | -60.8% | -6.0% |
| 3Y | +78.5% | +124.1% | -45.6% | +41.1% |
| 5Y | +73.6% | +77.9% | -4.2% | +55.2% |
| All | +73.6% | +77.0% | -3.3% | +55.2% |
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