+77.9%
RPRX vs WU
-51.4%
+129.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.1% |
| 7D | -4.0% | -4.9% | +0.9% | -3.2% |
| 30D | +4.9% | -1.3% | +6.2% | +5.1% |
| 3M | +9.4% | -3.6% | +12.9% | +9.3% |
| 6M | +33.3% | -24.3% | +57.6% | +39.1% |
| YTD | +59.0% | -21.1% | +80.1% | +64.3% |
| 1Y | +69.2% | -10.3% | +79.5% | +69.8% |
| 3Y | +124.1% | -28.4% | +152.4% | +132.8% |
| 5Y | +77.9% | -51.2% | +129.1% | +93.5% |
| All | +77.9% | -51.4% | +129.3% | +93.5% |
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