+56.1%
RPRX vs WSM
+501.6%
-445.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.4% | -5.3% |
| 7D | -2.8% | +2.6% | -5.3% | -3.0% |
| 30D | +7.2% | -9.5% | +16.7% | +8.1% |
| 3M | +10.9% | +12.9% | -2.0% | +9.5% |
| 6M | +34.6% | +23.0% | +11.5% | +31.7% |
| YTD | +59.0% | +28.9% | +30.0% | +54.7% |
| 1Y | +72.5% | +13.7% | +58.9% | +69.6% |
| 3Y | +124.1% | +232.6% | -108.5% | +92.6% |
| 5Y | +75.9% | +185.9% | -109.9% | +50.0% |
| All | +56.1% | +501.6% | -445.5% | +22.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling