+1,029.4%
MDB vs REGN
+79.5%
+950.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.6% |
| 7D | -1.8% | -5.6% | +3.8% | 0.0% |
| 30D | -17.3% | -2.0% | -15.3% | -17.0% |
| 3M | +2.2% | +28.0% | -25.8% | -6.1% |
| 6M | +33.9% | +1.2% | +32.7% | +31.9% |
| YTD | -13.7% | +1.6% | -15.3% | -15.3% |
| 1Y | +9.1% | +38.2% | -29.2% | -5.6% |
| 3Y | -8.1% | -5.4% | -2.8% | -10.8% |
| 5Y | -25.9% | +21.3% | -47.2% | -38.0% |
| All | +1,029.4% | +79.5% | +950.0% | +571.4% |
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 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