+8,313.4%
PWR vs REGN
+8,328.9%
-15.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -1.0% |
| 7D | -0.2% | -6.0% | +5.7% | +0.9% |
| 30D | -7.7% | -0.4% | -7.4% | -7.8% |
| 3M | -4.9% | +32.0% | -36.9% | -9.7% |
| 6M | +9.7% | +3.0% | +6.7% | +8.9% |
| YTD | +46.7% | +3.2% | +43.5% | +45.3% |
| 1Y | +58.7% | +43.4% | +15.3% | +47.7% |
| 3Y | +200.7% | -3.6% | +204.3% | +195.7% |
| 5Y | +438.6% | +23.1% | +415.5% | +402.0% |
| 10Y | +2,392.1% | +108.3% | +2,283.8% | +1,936.8% |
| All | +8,313.4% | +8,328.9% | -15.5% | +3,121.8% |
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 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