+59.7%
LIN vs REGN
+21.6%
+38.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.3% |
| 7D | -4.0% | -5.2% | +1.3% | -3.3% |
| 30D | -4.9% | +0.1% | -5.0% | -5.0% |
| 3M | -9.2% | +31.2% | -40.4% | -12.7% |
| 6M | -2.6% | +3.6% | -6.2% | -3.4% |
| YTD | +10.5% | +5.0% | +5.5% | +9.3% |
| 1Y | -0.1% | +45.9% | -46.0% | -6.4% |
| 3Y | +25.4% | -1.9% | +27.2% | +24.1% |
| 5Y | +59.7% | +26.2% | +33.5% | +47.4% |
| All | +59.7% | +21.6% | +38.0% | +47.4% |
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 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