+112.0%
WAT vs RPRX
+53.1%
+59.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.0% | +2.3% | 0.0% |
| 7D | -2.9% | -8.0% | +5.1% | -0.7% |
| 30D | -3.2% | +2.1% | -5.3% | -3.8% |
| 3M | +10.6% | +8.2% | +2.4% | +8.2% |
| 6M | +34.0% | +28.9% | +5.2% | +25.2% |
| YTD | +5.7% | +54.1% | -48.4% | -5.8% |
| 1Y | +37.1% | +65.5% | -28.5% | +19.7% |
| 3Y | +52.4% | +117.3% | -64.9% | +23.3% |
| 5Y | -4.4% | +71.6% | -76.0% | -17.7% |
| All | +112.0% | +53.1% | +59.0% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RPRX 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling