+402.4%
WELL vs RPRX
+81.2%
+321.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.4% |
| 7D | +0.1% | +3.3% | -3.2% | -0.5% |
| 30D | +5.7% | +17.9% | -12.2% | +2.2% |
| 3M | +4.6% | +19.2% | -14.6% | +0.9% |
| 6M | +11.9% | +31.7% | -19.9% | +5.6% |
| YTD | +33.6% | +82.5% | -48.9% | +18.3% |
| 1Y | +29.8% | +78.4% | -48.7% | +15.4% |
| 3Y | +202.2% | +177.0% | +25.2% | +143.5% |
| 5Y | +223.2% | +86.5% | +136.8% | +182.1% |
| All | +402.4% | +81.2% | +321.2% | +327.4% |
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