+104.6%
HUT vs REGN
+21.2%
+83.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.5% | +10.3% | +9.5% |
| 7D | +5.4% | -5.6% | +11.0% | +8.1% |
| 30D | +8.6% | -2.0% | +10.6% | +9.1% |
| 3M | -15.2% | +28.0% | -43.2% | -25.3% |
| 6M | +92.9% | +1.2% | +91.7% | +90.3% |
| YTD | +114.6% | +1.6% | +113.0% | +111.2% |
| 1Y | +208.5% | +38.2% | +170.3% | +161.4% |
| 3Y | +821.5% | -5.4% | +826.9% | +802.4% |
| All | +104.6% | +21.2% | +83.4% | +46.3% |
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