-14.9%
DASH vs REGN
+46.5%
-61.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.9% | -2.8% | -4.6% |
| 7D | -10.6% | +4.2% | -14.8% | -10.6% |
| 30D | +2.2% | +7.8% | -5.7% | +1.9% |
| 3M | +32.3% | +31.8% | +0.5% | +31.6% |
| 6M | +19.1% | +5.4% | +13.7% | +15.5% |
| YTD | -6.5% | +7.7% | -14.2% | -8.9% |
| 1Y | -14.9% | +46.7% | -61.6% | -11.9% |
| All | -14.9% | +46.5% | -61.4% | -11.9% |
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