+266.3%
WPM vs RPRX
+77.0%
+189.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +3.9% | -4.0% | +7.9% | +4.7% |
| 30D | +17.7% | +4.9% | +12.7% | +16.6% |
| 3M | +39.4% | +9.4% | +30.1% | +36.7% |
| 6M | +6.4% | +33.3% | -26.9% | +0.1% |
| YTD | +34.0% | +59.0% | -25.0% | +21.7% |
| 1Y | +50.5% | +69.2% | -18.7% | +34.6% |
| 3Y | +280.3% | +124.1% | +156.2% | +214.3% |
| 5Y | +266.3% | +77.9% | +188.5% | +226.2% |
| All | +266.3% | +77.0% | +189.4% | +226.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling