+4,069.0%
REGN vs ACWI
+354.7%
+3,714.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.7% |
| 7D | -1.6% | +1.1% | -2.7% | -2.5% |
| 30D | +3.4% | -0.2% | +3.6% | +3.6% |
| 3M | +32.7% | +4.7% | +28.0% | +27.3% |
| 6M | +6.9% | +14.5% | -7.5% | -5.3% |
| YTD | +5.4% | +14.6% | -9.2% | -6.8% |
| 1Y | +45.8% | +21.4% | +24.4% | +22.4% |
| 3Y | -1.5% | +77.6% | -79.1% | -41.1% |
| 5Y | +22.2% | +68.1% | -45.9% | -24.8% |
| 10Y | +103.6% | +226.1% | -122.6% | -35.1% |
| All | +4,069.0% | +354.7% | +3,714.3% | +758.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling