+408.4%
WELL vs RPRX
+82.4%
+326.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.3% |
| 7D | +0.1% | +3.6% | -3.5% | -0.6% |
| 30D | +7.8% | +21.2% | -13.4% | +3.7% |
| 3M | +10.2% | +21.6% | -11.4% | +5.8% |
| 6M | +16.4% | +36.7% | -20.3% | +9.1% |
| YTD | +35.2% | +83.7% | -48.5% | +19.5% |
| 1Y | +30.5% | +83.2% | -52.7% | +15.4% |
| 3Y | +206.1% | +177.7% | +28.4% | +146.5% |
| 5Y | +228.3% | +95.8% | +132.5% | +184.6% |
| All | +408.4% | +82.4% | +326.0% | +331.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling