+26.0%
WBD vs RPRX
+52.7%
-26.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.3% | -0.5% |
| 7D | -0.7% | -8.4% | +7.6% | +1.8% |
| 30D | +1.4% | -0.6% | +2.0% | +1.5% |
| 3M | +4.4% | +6.4% | -2.0% | +2.1% |
| 6M | +0.8% | +26.6% | -25.8% | -6.7% |
| YTD | -2.7% | +53.8% | -56.5% | -15.4% |
| 1Y | +73.4% | +62.8% | +10.6% | +47.4% |
| 3Y | +142.1% | +118.0% | +24.1% | +86.1% |
| 5Y | +7.2% | +71.2% | -64.0% | -11.0% |
| All | +26.0% | +52.7% | -26.7% | +3.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling