+383.7%
WELL vs RPRX
+66.6%
+317.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -0.8% | +5.1% | -5.9% | -1.8% |
| 30D | -0.1% | +11.2% | -11.3% | -2.2% |
| 3M | +18.0% | +16.7% | +1.3% | +14.3% |
| 6M | +15.0% | +36.0% | -21.0% | +8.0% |
| YTD | +28.6% | +67.8% | -39.2% | +15.9% |
| 1Y | +42.9% | +76.7% | -33.8% | +27.3% |
| 3Y | +203.0% | +128.1% | +74.9% | +154.3% |
| 5Y | +206.9% | +82.9% | +124.0% | +170.2% |
| All | +383.7% | +66.6% | +317.1% | +318.9% |
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