+504.3%
MUU vs REGN
+45.3%
+459.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -4.4% | -9.6% | -14.2% |
| 7D | -35.9% | +14.4% | -50.3% | -35.0% |
| 30D | -47.1% | +28.1% | -75.2% | -47.4% |
| 3M | -29.8% | +22.5% | -52.3% | -29.7% |
| 6M | +16.0% | +31.6% | -15.6% | +21.3% |
| YTD | +286.1% | +21.0% | +265.0% | +324.2% |
| 1Y | +504.3% | +49.0% | +455.4% | +736.0% |
| All | +504.3% | +45.3% | +459.0% | +736.0% |
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