+208.8%
WELL vs RPRX
+77.0%
+131.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.1% | -4.0% | +2.9% | -0.2% |
| 30D | +0.7% | +4.9% | -4.2% | -0.5% |
| 3M | +14.5% | +9.4% | +5.2% | +11.8% |
| 6M | +14.4% | +33.3% | -18.9% | +6.6% |
| YTD | +28.5% | +59.0% | -30.5% | +14.8% |
| 1Y | +41.8% | +69.2% | -27.5% | +24.4% |
| 3Y | +202.8% | +124.1% | +78.7% | +144.9% |
| 5Y | +208.8% | +77.9% | +131.0% | +173.9% |
| All | +208.8% | +77.0% | +131.8% | +173.9% |
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