+1,236.9%
WDC vs RPRX
+52.7%
+1,184.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.7% | -2.9% |
| 7D | -4.3% | -8.4% | +4.1% | -2.7% |
| 30D | -1.5% | -0.6% | -0.9% | -1.5% |
| 3M | -15.5% | +6.4% | -21.9% | -17.1% |
| 6M | +66.5% | +26.6% | +39.9% | +56.8% |
| YTD | +159.9% | +53.8% | +106.1% | +134.3% |
| 1Y | +366.0% | +62.8% | +303.2% | +315.1% |
| 3Y | +1,285.8% | +118.0% | +1,167.8% | +1,051.8% |
| 5Y | +925.6% | +71.2% | +854.4% | +813.2% |
| All | +1,236.9% | +52.7% | +1,184.2% | +1,111.0% |
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