-16.2%
REGN vs AMIX
-99.9%
+83.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.0% | +2.3% | -1.8% |
| 7D | -6.0% | -6.3% | +0.4% | -6.0% |
| 30D | -0.4% | -51.9% | +51.6% | -0.4% |
| 3M | +32.0% | -44.9% | +76.9% | +32.1% |
| 6M | +3.0% | -47.9% | +51.0% | +3.1% |
| YTD | +3.2% | -62.0% | +65.2% | +3.0% |
| 1Y | +43.4% | -82.0% | +125.4% | +42.7% |
| All | -16.2% | -99.9% | +83.6% | -14.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling