+20.2%
WM vs RPRX
+85.9%
-65.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.1% |
| 7D | +0.8% | +3.6% | -2.9% | +0.2% |
| 30D | +13.8% | +21.2% | -7.4% | +10.8% |
| 3M | +6.4% | +21.6% | -15.2% | +3.6% |
| 6M | +13.2% | +36.7% | -23.5% | +10.3% |
| YTD | +10.8% | +83.7% | -72.9% | +10.0% |
| 1Y | +20.2% | +83.2% | -63.0% | +19.3% |
| All | +20.2% | +85.9% | -65.7% | +19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling