+3,609.2%
DLR vs REGN
+11,366.5%
-7,757.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | +2.9% | -5.2% | +8.1% | +4.0% |
| 30D | -1.2% | +0.1% | -1.2% | -1.3% |
| 3M | +2.9% | +31.2% | -28.3% | -2.7% |
| 6M | +6.7% | +3.6% | +3.1% | +5.4% |
| YTD | +23.9% | +5.0% | +18.8% | +22.0% |
| 1Y | +18.6% | +45.9% | -27.2% | +8.8% |
| 3Y | +59.7% | -1.9% | +61.5% | +56.0% |
| 5Y | +42.1% | +26.2% | +15.9% | +29.8% |
| 10Y | +176.7% | +112.1% | +64.6% | +118.2% |
| All | +3,609.2% | +11,366.5% | -7,757.4% | +963.6% |
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