+87.7%
RPRX vs WU
-41.3%
+129.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.8% |
| 7D | +4.6% | +11.0% | -6.4% | +2.8% |
| 30D | +22.0% | +13.4% | +8.6% | +19.4% |
| 3M | +20.3% | +2.2% | +18.1% | +19.6% |
| 6M | +37.9% | -18.2% | +56.1% | +41.9% |
| YTD | +82.2% | -18.3% | +100.5% | +87.0% |
| 1Y | +83.7% | -12.2% | +95.9% | +85.6% |
| 3Y | +175.4% | -20.8% | +196.3% | +180.8% |
| 5Y | +87.7% | -42.6% | +130.3% | +102.6% |
| All | +87.7% | -41.3% | +129.0% | +102.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling