+146.5%
ASX vs REGN
+45.3%
+101.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.4% | +0.4% | -4.5% |
| 7D | -14.6% | +14.4% | -29.0% | -12.7% |
| 30D | -21.1% | +28.1% | -49.2% | -19.6% |
| 3M | -3.1% | +22.5% | -25.6% | -1.3% |
| 6M | +17.4% | +31.6% | -14.2% | +20.5% |
| YTD | +135.3% | +21.0% | +114.3% | +142.9% |
| 1Y | +146.5% | +49.0% | +97.5% | +165.3% |
| All | +146.5% | +45.3% | +101.2% | +165.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling