-5.8%
PATH vs REGN
+40.6%
-46.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.8% | +1.3% |
| 7D | +2.1% | +5.7% | -3.6% | +1.9% |
| 30D | +1.6% | +22.8% | -21.1% | +0.7% |
| 3M | -20.4% | +18.7% | -39.1% | -20.9% |
| 6M | +40.1% | +33.1% | +7.0% | +40.2% |
| YTD | -19.0% | +24.3% | -43.3% | -19.5% |
| 1Y | -5.8% | +38.2% | -44.0% | -0.9% |
| All | -5.8% | +40.6% | -46.4% | -0.9% |
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