+107.9%
IWM vs RPRX
+79.7%
+28.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.2% | -1.2% |
| 7D | +2.8% | +2.1% | +0.7% | +2.2% |
| 30D | +0.6% | +21.9% | -21.3% | -4.6% |
| 3M | -7.8% | +16.9% | -24.7% | -11.7% |
| 6M | -1.0% | +34.5% | -35.5% | -9.1% |
| YTD | +13.9% | +80.9% | -67.1% | -3.9% |
| 1Y | +15.4% | +77.6% | -62.1% | -2.1% |
| 3Y | +70.2% | +173.5% | -103.3% | +25.2% |
| 5Y | +23.7% | +84.9% | -61.2% | +2.3% |
| All | +107.9% | +79.7% | +28.2% | +69.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling