+42.5%
WEC vs RPRX
+53.1%
-10.6%
-26.0%
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% | -0.4% |
| 7D | -1.3% | -8.0% | +6.8% | -0.4% |
| 30D | -0.4% | +2.1% | -2.5% | -0.7% |
| 3M | -6.8% | +8.2% | -15.0% | -7.7% |
| 6M | -6.4% | +28.9% | -35.3% | -9.2% |
| YTD | +2.5% | +54.1% | -51.6% | -2.5% |
| 1Y | -0.4% | +65.5% | -65.9% | -6.2% |
| 3Y | +38.5% | +117.3% | -78.8% | +25.7% |
| 5Y | +31.7% | +71.6% | -39.9% | +22.6% |
| All | +42.5% | +53.1% | -10.6% | +31.6% |
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