+4,815.8%
REGN vs ACWI
+340.5%
+4,475.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.7% |
| 7D | +5.7% | +2.4% | +3.2% | +3.5% |
| 30D | +22.8% | -1.7% | +24.4% | +24.1% |
| 3M | +18.7% | -3.9% | +22.6% | +22.3% |
| 6M | +33.1% | +0.8% | +32.3% | +31.2% |
| YTD | +24.3% | +11.0% | +13.2% | +12.5% |
| 1Y | +38.2% | +13.1% | +25.1% | +23.0% |
| 3Y | +21.1% | +73.9% | -52.8% | -26.5% |
| 5Y | +52.8% | +59.0% | -6.2% | -1.6% |
| 10Y | +129.8% | +224.4% | -94.6% | -27.1% |
| All | +4,815.8% | +340.5% | +4,475.4% | +935.8% |
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