+41.5%
NU vs REGN
+21.4%
+20.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -2.3% |
| 7D | -4.9% | -5.6% | +0.7% | -3.6% |
| 30D | +7.8% | -2.0% | +9.8% | +8.3% |
| 3M | +20.9% | +28.0% | -7.0% | +14.3% |
| 6M | +0.9% | +1.2% | -0.3% | +0.3% |
| YTD | -12.7% | +1.6% | -14.3% | -13.4% |
| 1Y | -6.4% | +38.2% | -44.6% | -13.9% |
| 3Y | +98.1% | -5.4% | +103.5% | +99.8% |
| All | +41.5% | +21.4% | +20.2% | +35.0% |
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 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