+783.9%
WDC vs RPRX
+81.2%
+702.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.8% | -5.8% | -5.1% |
| 7D | +12.1% | +3.3% | +8.7% | +11.5% |
| 30D | -18.8% | +17.9% | -36.7% | -21.2% |
| 3M | -39.3% | +19.2% | -58.5% | -41.4% |
| 6M | -40.1% | +31.7% | -71.8% | -43.7% |
| YTD | +71.8% | +82.5% | -10.7% | +50.0% |
| 1Y | +88.5% | +78.4% | +10.0% | +65.4% |
| 3Y | +770.0% | +177.0% | +593.0% | +589.0% |
| 5Y | +549.0% | +86.5% | +462.6% | +467.8% |
| All | +783.9% | +81.2% | +702.7% | +675.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling