+365.8%
WMB vs RPRX
+79.2%
+286.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.2% | +1.5% | +3.4% |
| 7D | -6.7% | +3.4% | -10.0% | -7.1% |
| 30D | -8.6% | +20.8% | -29.4% | -10.9% |
| 3M | -4.9% | +21.6% | -26.6% | -7.6% |
| 6M | -6.3% | +36.5% | -42.8% | -10.5% |
| YTD | +13.0% | +80.4% | -67.4% | +3.4% |
| 1Y | +14.9% | +81.8% | -66.9% | +5.1% |
| 3Y | +113.4% | +170.9% | -57.5% | +81.6% |
| 5Y | +190.2% | +95.2% | +95.0% | +161.2% |
| All | +365.8% | +79.2% | +286.6% | +314.9% |
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