+49.0%
REGN vs AMIX
-92.3%
+141.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.0% | -1.4% | -4.4% |
| 7D | +14.4% | -25.1% | +39.6% | +14.4% |
| 30D | +28.1% | -54.5% | +82.6% | +28.1% |
| 3M | +22.5% | -91.7% | +114.2% | +22.4% |
| 6M | +31.6% | -79.4% | +111.0% | +32.1% |
| YTD | +21.0% | -86.1% | +107.1% | +21.7% |
| 1Y | +49.0% | -91.6% | +140.5% | +50.0% |
| All | +49.0% | -92.3% | +141.3% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling