+23.1%
REGN vs ACWI
+65.2%
-42.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -0.9% | -1.3% |
| 7D | -6.0% | -1.9% | -4.0% | -4.8% |
| 30D | -0.4% | -1.3% | +1.0% | +0.4% |
| 3M | +32.0% | +5.0% | +27.0% | +28.0% |
| 6M | +3.0% | +11.7% | -8.7% | -4.1% |
| YTD | +3.2% | +13.0% | -9.8% | -4.6% |
| 1Y | +43.4% | +19.2% | +24.2% | +28.1% |
| 3Y | -3.6% | +75.0% | -78.6% | -31.4% |
| 5Y | +23.1% | +67.1% | -44.0% | -11.4% |
| All | +23.1% | +65.2% | -42.1% | -11.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling