+48.9%
WM vs RPRX
+174.8%
-125.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +1.8% |
| 7D | +1.2% | +2.1% | -0.9% | +0.9% |
| 30D | +15.2% | +21.9% | -6.7% | +12.1% |
| 3M | +8.3% | +16.9% | -8.6% | +5.9% |
| 6M | +13.1% | +34.5% | -21.4% | +8.6% |
| YTD | +12.5% | +80.9% | -68.4% | +3.8% |
| 1Y | +21.8% | +77.6% | -55.8% | +12.6% |
| All | +48.9% | +174.8% | -125.9% | +29.2% |
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