+93.3%
HAL vs REGN
+21.2%
+72.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.8% | -0.5% |
| 7D | -3.3% | -5.6% | +2.3% | -2.6% |
| 30D | +8.2% | -2.0% | +10.1% | +8.4% |
| 3M | -9.4% | +28.0% | -37.4% | -12.3% |
| 6M | +0.6% | +1.2% | -0.5% | +0.4% |
| YTD | +28.6% | +1.6% | +26.9% | +28.0% |
| 1Y | +63.9% | +38.2% | +25.7% | +54.4% |
| 3Y | -7.1% | -5.4% | -1.8% | -9.6% |
| All | +93.3% | +21.2% | +72.2% | +81.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling