+55.3%
WEC vs RPRX
+89.2%
-33.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.2% |
| 7D | -0.5% | +3.6% | -4.2% | -1.3% |
| 30D | +12.0% | +21.2% | -9.2% | +7.6% |
| 3M | +11.1% | +21.6% | -10.6% | +6.5% |
| 6M | +6.0% | +36.7% | -30.7% | -1.0% |
| YTD | +14.3% | +83.7% | -69.4% | +0.1% |
| 1Y | +8.0% | +83.2% | -75.2% | -5.4% |
| 3Y | +62.8% | +177.7% | -114.8% | +26.9% |
| 5Y | +55.3% | +95.8% | -40.5% | +34.9% |
| All | +55.3% | +89.2% | -33.9% | +34.9% |
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