+545.2%
HAL vs REGN
+3,605.8%
-3,060.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | -1.3% | -5.2% | +3.9% | -0.9% |
| 30D | +10.9% | +0.1% | +10.8% | +10.8% |
| 3M | -5.8% | +31.2% | -37.1% | -8.2% |
| 6M | +8.1% | +3.6% | +4.5% | +7.5% |
| YTD | +33.2% | +5.0% | +28.2% | +32.2% |
| 1Y | +74.2% | +45.9% | +28.3% | +67.5% |
| 3Y | -3.7% | -1.9% | -1.8% | -4.7% |
| 5Y | +111.9% | +26.2% | +85.7% | +104.0% |
| 10Y | +7.4% | +112.1% | -104.7% | -2.5% |
| All | +545.2% | +3,605.8% | -3,060.5% | +347.4% |
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 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