+3,552.3%
ASX vs REGN
+2,480.8%
+1,071.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.5% |
| 7D | -0.7% | +4.2% | -4.9% | -1.5% |
| 30D | +2.0% | +7.8% | -5.8% | +0.5% |
| 3M | -1.3% | +31.8% | -33.1% | -6.4% |
| 6M | +71.4% | +5.4% | +66.0% | +69.0% |
| YTD | +135.3% | +7.7% | +127.7% | +130.9% |
| 1Y | +267.5% | +46.7% | +220.8% | +239.1% |
| 3Y | +388.5% | +0.5% | +388.0% | +377.2% |
| 5Y | +417.1% | +22.9% | +394.1% | +382.0% |
| 10Y | +872.7% | +115.0% | +757.8% | +692.1% |
| All | +3,552.3% | +2,480.8% | +1,071.5% | +1,375.2% |
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 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