+69.6%
IWM vs RPRX
+177.1%
-107.4%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.5% |
| 7D | +1.4% | +3.3% | -1.9% | +0.8% |
| 30D | +2.3% | +17.9% | -15.6% | -0.7% |
| 3M | -8.3% | +19.2% | -27.6% | -11.3% |
| 6M | -1.3% | +31.7% | -33.0% | -6.6% |
| YTD | +13.5% | +82.5% | -68.9% | +0.5% |
| 1Y | +18.4% | +78.4% | -60.0% | +5.3% |
| 3Y | +69.6% | +177.0% | -107.3% | +33.8% |
| All | +69.6% | +177.1% | -107.4% | +33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling