+64.8%
RPRX vs WU
-50.5%
+115.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.3% |
| 7D | +5.1% | -0.8% | +5.9% | +5.2% |
| 30D | +11.2% | -1.1% | +12.3% | +11.3% |
| 3M | +16.7% | -3.9% | +20.6% | +16.7% |
| 6M | +36.0% | -20.7% | +56.7% | +40.9% |
| YTD | +67.8% | -18.4% | +86.2% | +72.6% |
| 1Y | +76.7% | -8.1% | +84.8% | +76.6% |
| 3Y | +128.1% | -24.2% | +152.3% | +134.6% |
| 5Y | +82.9% | -50.4% | +133.3% | +103.7% |
| All | +64.8% | -50.5% | +115.3% | +86.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling