+0.9%
REGN vs AMIX
-100.0%
+100.9%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.5% |
| 7D | +5.7% | -9.9% | +15.5% | +5.6% |
| 30D | +22.8% | -52.8% | +75.5% | +22.6% |
| 3M | +18.7% | -80.0% | +98.7% | +18.4% |
| 6M | +33.1% | -80.2% | +113.3% | +33.0% |
| YTD | +24.3% | -88.1% | +112.4% | +23.9% |
| 1Y | +38.2% | -91.1% | +129.2% | +37.7% |
| All | +0.9% | -100.0% | +100.9% | +3.0% |
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 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