+31.2%
WEC vs RPRX
+77.0%
-45.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.4% | -4.0% | +4.4% | +1.1% |
| 30D | +0.9% | +4.9% | -4.0% | -0.2% |
| 3M | -5.3% | +9.4% | -14.7% | -7.2% |
| 6M | -6.6% | +33.3% | -39.9% | -12.0% |
| YTD | +3.3% | +59.0% | -55.7% | -6.2% |
| 1Y | +2.1% | +69.2% | -67.2% | -8.8% |
| 3Y | +39.6% | +124.1% | -84.5% | +15.7% |
| 5Y | +31.2% | +77.9% | -46.7% | +16.7% |
| All | +31.2% | +77.0% | -45.8% | +16.7% |
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