+217.8%
INTU vs REGN
+105.3%
+112.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.3% | +3.2% |
| 7D | -3.3% | -5.6% | +2.2% | -1.9% |
| 30D | -3.9% | -2.0% | -2.0% | -3.5% |
| 3M | +16.6% | +28.0% | -11.3% | +9.4% |
| 6M | -26.4% | +1.2% | -27.6% | -27.1% |
| YTD | -51.0% | +1.6% | -52.6% | -51.6% |
| 1Y | -50.8% | +38.2% | -89.0% | -55.7% |
| 3Y | -40.1% | -5.4% | -34.7% | -41.2% |
| 5Y | -41.2% | +21.3% | -62.5% | -47.5% |
| All | +217.8% | +105.3% | +112.5% | +142.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling