+416.0%
WMB vs RPRX
+66.6%
+349.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +0.6% | +5.1% | -4.5% | -0.1% |
| 30D | +3.3% | +11.2% | -7.9% | +1.7% |
| 3M | +3.1% | +16.7% | -13.6% | +0.8% |
| 6M | -0.7% | +36.0% | -36.7% | -5.2% |
| YTD | +25.2% | +67.8% | -42.6% | +15.8% |
| 1Y | +32.9% | +76.7% | -43.8% | +21.7% |
| 3Y | +140.6% | +128.1% | +12.4% | +110.3% |
| 5Y | +273.5% | +82.9% | +190.6% | +239.3% |
| All | +416.0% | +66.6% | +349.4% | +364.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling