+84.9%
RPRX vs WSM
+165.0%
-80.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.5% | +3.0% | -1.0% |
| 7D | +2.1% | -3.2% | +5.3% | +2.4% |
| 30D | +21.9% | +4.6% | +17.3% | +21.3% |
| 3M | +16.9% | +2.4% | +14.5% | +16.5% |
| 6M | +34.5% | +43.7% | -9.1% | +29.3% |
| YTD | +80.9% | +42.1% | +38.8% | +73.7% |
| 1Y | +77.6% | +32.3% | +45.3% | +71.7% |
| 3Y | +173.5% | +253.0% | -79.5% | +127.3% |
| 5Y | +84.9% | +161.3% | -76.4% | +60.1% |
| All | +84.9% | +165.0% | -80.1% | +60.1% |
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