+326.8%
WPM vs RPRX
+66.6%
+260.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | +1.1% | +5.1% | -4.0% | +0.2% |
| 30D | +26.4% | +11.2% | +15.2% | +24.2% |
| 3M | +20.8% | +16.7% | +4.1% | +17.7% |
| 6M | +1.1% | +36.0% | -34.9% | -4.0% |
| YTD | +32.5% | +67.8% | -35.3% | +21.8% |
| 1Y | +51.5% | +76.7% | -25.2% | +37.9% |
| 3Y | +267.0% | +128.1% | +138.9% | +217.2% |
| 5Y | +250.1% | +82.9% | +167.3% | +215.2% |
| All | +326.8% | +66.6% | +260.2% | +278.8% |
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