+3.9%
IYR vs RPRX
+65.5%
-61.6%
-8.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.0% | +2.1% | -0.5% |
| 7D | -2.8% | -8.0% | +5.2% | -1.7% |
| 30D | -2.5% | +2.1% | -4.6% | -2.9% |
| 3M | -3.0% | +8.2% | -11.1% | -4.2% |
| 6M | +1.6% | +28.9% | -27.2% | -1.6% |
| YTD | +7.3% | +54.1% | -46.8% | +3.1% |
| All | +3.9% | +65.5% | -61.6% | -1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling