+991.6%
WDC vs RPRX
+77.0%
+914.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +7.5% | -4.0% | +11.5% | +8.3% |
| 30D | +10.1% | +4.9% | +5.1% | +8.7% |
| 3M | -6.8% | +9.4% | -16.2% | -9.2% |
| 6M | +84.1% | +33.3% | +50.8% | +69.6% |
| YTD | +180.3% | +59.0% | +121.3% | +146.2% |
| 1Y | +411.1% | +69.2% | +341.9% | +342.0% |
| 3Y | +1,375.0% | +124.1% | +1,250.9% | +1,082.4% |
| 5Y | +991.6% | +77.9% | +913.7% | +878.3% |
| All | +991.6% | +77.0% | +914.6% | +878.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling