+443.1%
EWZ vs REGN
+2,672.7%
-2,229.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.1% | +4.1% | +2.4% |
| 7D | +5.6% | -1.6% | +7.2% | +5.9% |
| 30D | +9.3% | +3.4% | +5.8% | +8.6% |
| 3M | +15.7% | +32.7% | -17.0% | +9.8% |
| 6M | +7.4% | +6.9% | +0.5% | +5.8% |
| YTD | +22.7% | +5.4% | +17.3% | +21.0% |
| 1Y | +36.4% | +45.8% | -9.5% | +26.4% |
| 3Y | +50.4% | -1.5% | +51.9% | +47.3% |
| 5Y | +67.6% | +22.2% | +45.4% | +55.6% |
| 10Y | +84.1% | +103.6% | -19.5% | +50.6% |
| All | +443.1% | +2,672.7% | -2,229.6% | +99.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling