+476.3%
ASX vs REGN
-1.1%
+477.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.9% | +3.6% |
| 7D | +11.1% | -5.2% | +16.3% | +12.1% |
| 30D | +9.6% | +0.1% | +9.5% | +9.4% |
| 3M | +18.6% | +31.2% | -12.6% | +12.6% |
| 6M | +92.1% | +3.6% | +88.5% | +90.8% |
| YTD | +158.5% | +5.0% | +153.4% | +155.7% |
| 1Y | +271.9% | +45.9% | +226.0% | +241.4% |
| All | +476.3% | -1.1% | +477.4% | +483.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling