+7.8%
EQT vs REGN
+46.5%
-38.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.9% |
| 7D | +1.1% | +4.2% | -3.1% | +1.4% |
| 30D | +7.7% | +7.8% | -0.1% | +8.3% |
| 3M | +0.2% | +31.8% | -31.6% | +2.4% |
| 6M | -9.5% | +5.4% | -14.9% | -8.5% |
| YTD | +3.8% | +7.7% | -3.8% | +5.2% |
| 1Y | +7.8% | +46.7% | -38.9% | +12.0% |
| All | +7.8% | +46.5% | -38.7% | +12.0% |
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