+21.0%
WY vs RPRX
+52.7%
-31.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.4% |
| 7D | -4.2% | -8.4% | +4.2% | -2.0% |
| 30D | -10.1% | -0.6% | -9.5% | -10.0% |
| 3M | -8.5% | +6.4% | -14.9% | -10.2% |
| 6M | -3.3% | +26.6% | -29.9% | -9.5% |
| YTD | -4.4% | +53.8% | -58.2% | -15.1% |
| 1Y | -11.5% | +62.8% | -74.3% | -22.9% |
| 3Y | -24.3% | +118.0% | -142.4% | -39.9% |
| 5Y | -21.3% | +71.2% | -92.5% | -32.8% |
| All | +21.0% | +52.7% | -31.7% | +4.0% |
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