+0.6%
AXP vs REGN
+46.2%
-45.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | -2.5% | -5.2% | +2.7% | -1.8% |
| 30D | -5.0% | +0.1% | -5.1% | -5.0% |
| 3M | +1.4% | +31.2% | -29.9% | -2.2% |
| 6M | +6.0% | +3.6% | +2.4% | +5.2% |
| YTD | -12.3% | +5.0% | -17.3% | -13.2% |
| All | +0.6% | +46.2% | -45.6% | -4.1% |
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