+7,852.2%
NEE vs REGN
+3,485.7%
+4,366.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | -0.1% |
| 7D | -1.3% | -5.6% | +4.2% | -1.1% |
| 30D | -3.3% | -2.0% | -1.4% | -3.3% |
| 3M | -2.3% | +28.0% | -30.2% | -3.4% |
| 6M | -8.9% | +1.2% | -10.0% | -9.0% |
| YTD | +4.8% | +1.6% | +3.1% | +4.6% |
| 1Y | +18.7% | +38.2% | -19.5% | +16.8% |
| 3Y | +33.2% | -5.4% | +38.6% | +32.9% |
| 5Y | +10.9% | +21.3% | -10.4% | +9.1% |
| 10Y | +251.8% | +105.2% | +146.6% | +237.0% |
| All | +7,852.2% | +3,485.7% | +4,366.5% | +6,225.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling