-21.6%
WY vs RPRX
+72.5%
-94.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.0% | +0.4% | -1.7% |
| 7D | -3.7% | -8.0% | +4.4% | -1.2% |
| 30D | -11.3% | +2.1% | -13.4% | -11.9% |
| 3M | -8.1% | +8.2% | -16.3% | -10.7% |
| 6M | -7.4% | +28.9% | -36.3% | -15.0% |
| YTD | -4.7% | +54.1% | -58.8% | -17.6% |
| 1Y | -9.2% | +65.5% | -74.7% | -23.8% |
| 3Y | -24.7% | +117.3% | -142.0% | -43.6% |
| 5Y | -21.6% | +71.6% | -93.2% | -33.8% |
| All | -21.6% | +72.5% | -94.0% | -33.8% |
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 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