+206.5%
WELL vs RPRX
+172.9%
+33.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.3% |
| 7D | +3.0% | +4.6% | -1.5% | +2.2% |
| 30D | +10.2% | +22.0% | -11.8% | +6.5% |
| 3M | +6.1% | +20.3% | -14.2% | +2.6% |
| 6M | +16.6% | +37.9% | -21.3% | +10.3% |
| YTD | +35.3% | +82.2% | -46.9% | +22.9% |
| 1Y | +31.5% | +83.7% | -52.2% | +19.3% |
| 3Y | +206.5% | +175.4% | +31.0% | +161.3% |
| All | +206.5% | +172.9% | +33.5% | +161.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling