+423.0%
WMB vs RPRX
+57.8%
+365.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | 0.0% | -4.0% | +4.0% | +0.5% |
| 30D | +4.6% | +4.9% | -0.3% | +3.8% |
| 3M | +5.7% | +9.4% | -3.6% | +4.2% |
| 6M | +4.2% | +33.3% | -29.1% | -0.3% |
| YTD | +26.8% | +59.0% | -32.1% | +18.2% |
| 1Y | +34.7% | +69.2% | -34.5% | +24.0% |
| 3Y | +146.8% | +124.1% | +22.7% | +116.0% |
| 5Y | +285.0% | +77.9% | +207.2% | +251.6% |
| All | +423.0% | +57.8% | +365.1% | +374.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling