+97.5%
REGN vs ACWI
+233.9%
-136.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -2.1% |
| 7D | -5.6% | -1.0% | -4.6% | -4.9% |
| 30D | -2.0% | -0.9% | -1.1% | -1.4% |
| 3M | +28.0% | +3.5% | +24.4% | +24.8% |
| 6M | +1.2% | +12.8% | -11.7% | -7.1% |
| YTD | +1.6% | +14.0% | -12.4% | -7.3% |
| 1Y | +38.2% | +19.2% | +19.1% | +22.2% |
| 3Y | -5.4% | +75.1% | -80.5% | -35.6% |
| 5Y | +21.3% | +68.6% | -47.3% | -16.2% |
| All | +97.5% | +233.9% | -136.4% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling