+9.1%
MDB vs REGN
+41.3%
-32.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -3.3% |
| 7D | -1.8% | -5.6% | +3.8% | -2.5% |
| 30D | -17.3% | -2.0% | -15.3% | -17.4% |
| 3M | +2.2% | +28.0% | -25.8% | +6.0% |
| 6M | +33.9% | +1.2% | +32.7% | +37.6% |
| YTD | -13.7% | +1.6% | -15.3% | -10.9% |
| 1Y | +9.1% | +38.2% | -29.2% | +12.8% |
| All | +9.1% | +41.3% | -32.3% | +12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling