+77.9%
RPRX vs WSM
+182.5%
-104.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -4.0% | +2.6% | -6.6% | -4.2% |
| 30D | +4.9% | -9.3% | +14.2% | +5.9% |
| 3M | +9.4% | +7.1% | +2.3% | +8.4% |
| 6M | +33.3% | +21.7% | +11.6% | +30.3% |
| YTD | +59.0% | +28.7% | +30.2% | +54.3% |
| 1Y | +69.2% | +13.9% | +55.4% | +66.0% |
| 3Y | +124.1% | +232.2% | -108.1% | +87.3% |
| 5Y | +77.9% | +176.4% | -98.5% | +49.0% |
| All | +77.9% | +182.5% | -104.6% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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