+45.5%
WM vs RPRX
+137.9%
-92.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.4% | -1.2% |
| 7D | -0.3% | +5.1% | -5.4% | -0.9% |
| 30D | -2.4% | +11.2% | -13.6% | -3.7% |
| 3M | +0.4% | +16.7% | -16.3% | -1.6% |
| 6M | -9.5% | +36.0% | -45.5% | -12.9% |
| YTD | +0.5% | +67.8% | -67.3% | -6.0% |
| 1Y | -1.1% | +76.7% | -77.8% | -8.3% |
| All | +45.5% | +137.9% | -92.4% | +28.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling