+24.5%
WY vs RPRX
+57.8%
-33.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.3% | +3.8% | -0.1% |
| 7D | -2.1% | -2.8% | +0.7% | -1.4% |
| 30D | -10.5% | +7.2% | -17.6% | -12.1% |
| 3M | -4.9% | +10.9% | -15.8% | -7.6% |
| 6M | -4.9% | +34.6% | -39.5% | -12.4% |
| YTD | -1.7% | +59.0% | -60.6% | -13.4% |
| 1Y | -9.4% | +72.5% | -81.9% | -22.3% |
| 3Y | -22.3% | +124.1% | -146.4% | -38.8% |
| 5Y | -20.5% | +75.9% | -96.5% | -32.7% |
| All | +24.5% | +57.8% | -33.4% | +6.1% |
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