+79.1%
RPRX vs WU
-51.9%
+131.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.6% |
| 7D | +3.3% | -2.0% | +5.4% | +3.7% |
| 30D | +17.9% | +11.4% | +6.5% | +15.6% |
| 3M | +19.2% | -6.8% | +26.1% | +20.5% |
| 6M | +31.7% | -14.6% | +46.3% | +34.5% |
| YTD | +82.5% | -20.6% | +103.1% | +88.3% |
| 1Y | +78.4% | -15.4% | +93.8% | +81.6% |
| 3Y | +177.0% | -23.6% | +200.6% | +184.3% |
| 5Y | +86.5% | -43.4% | +129.8% | +101.8% |
| All | +79.1% | -51.9% | +131.0% | +103.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling