+315.8%
WPM vs RPRX
+53.1%
+262.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.0% | -0.7% | -3.2% |
| 7D | -3.6% | -8.0% | +4.4% | -2.3% |
| 30D | +12.5% | +2.1% | +10.4% | +12.2% |
| 3M | +40.6% | +8.2% | +32.4% | +38.7% |
| 6M | +0.5% | +28.9% | -28.3% | -3.6% |
| YTD | +29.0% | +54.1% | -25.1% | +20.3% |
| 1Y | +43.8% | +65.5% | -21.7% | +32.3% |
| 3Y | +266.3% | +117.3% | +149.0% | +219.0% |
| 5Y | +255.1% | +71.6% | +183.5% | +223.6% |
| All | +315.8% | +53.1% | +262.7% | +274.3% |
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