+102.2%
HIG vs RPRX
+116.2%
-13.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -1.5% | -8.4% | +6.9% | 0.0% |
| 30D | -0.4% | -0.6% | +0.3% | -0.3% |
| 3M | +6.7% | +6.4% | +0.2% | +5.4% |
| 6M | +2.0% | +26.6% | -24.6% | -2.2% |
| YTD | +0.3% | +53.8% | -53.5% | -6.8% |
| 1Y | +4.2% | +62.8% | -58.6% | -4.3% |
| 3Y | +102.2% | +118.0% | -15.8% | +76.8% |
| All | +102.2% | +116.2% | -13.9% | +76.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling