+6,614.6%
FISV vs REGN
+3,485.7%
+3,128.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.5% | +6.9% | +5.6% |
| 7D | -2.7% | -5.6% | +2.9% | -2.2% |
| 30D | 0.0% | -2.0% | +2.0% | +0.2% |
| 3M | -2.8% | +28.0% | -30.7% | -5.0% |
| 6M | -11.8% | +1.2% | -13.0% | -12.1% |
| YTD | -23.2% | +1.6% | -24.8% | -23.6% |
| 1Y | -62.0% | +38.2% | -100.2% | -63.3% |
| 3Y | -57.6% | -5.4% | -52.3% | -58.0% |
| 5Y | -53.4% | +21.3% | -74.7% | -55.1% |
| 10Y | +2.9% | +105.2% | -102.3% | -6.8% |
| All | +6,614.6% | +3,485.7% | +3,128.9% | +3,700.6% |
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