+386.7%
WMB vs RPRX
+79.7%
+307.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.2% | +1.0% |
| 7D | +8.1% | +2.1% | +6.0% | +7.8% |
| 30D | -6.9% | +21.9% | -28.8% | -9.4% |
| 3M | -5.1% | +16.9% | -22.0% | -7.2% |
| 6M | -5.7% | +34.5% | -40.2% | -9.8% |
| YTD | +18.1% | +80.9% | -62.9% | +8.1% |
| 1Y | +18.4% | +77.6% | -59.2% | +8.7% |
| 3Y | +122.7% | +173.5% | -50.8% | +89.3% |
| 5Y | +202.0% | +84.9% | +117.1% | +172.6% |
| All | +386.7% | +79.7% | +307.1% | +333.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling