+30,264.7%
ADI vs REGN
+3,539.8%
+26,724.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.7% | -0.8% |
| 7D | +1.3% | -6.0% | +7.3% | +2.2% |
| 30D | -6.0% | -0.4% | -5.6% | -6.0% |
| 3M | -7.7% | +32.0% | -39.7% | -11.7% |
| 6M | +14.0% | +3.0% | +10.9% | +13.0% |
| YTD | +34.4% | +3.2% | +31.2% | +33.2% |
| 1Y | +48.0% | +43.4% | +4.5% | +39.1% |
| 3Y | +113.3% | -3.6% | +116.9% | +111.4% |
| 5Y | +131.1% | +23.1% | +108.0% | +119.3% |
| 10Y | +628.7% | +108.3% | +520.4% | +529.7% |
| All | +30,264.7% | +3,539.8% | +26,724.9% | +11,030.8% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 REGN 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