+49.0%
REGN vs AMRZ
-11.5%
+60.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +5.2% | -9.6% | -4.9% |
| 7D | +14.4% | +10.3% | +4.1% | +13.3% |
| 30D | +28.1% | +18.7% | +9.4% | +25.8% |
| 3M | +22.5% | -14.6% | +37.1% | +24.2% |
| 6M | +31.6% | -12.9% | +44.5% | +32.8% |
| YTD | +21.0% | -17.4% | +38.4% | +21.7% |
| 1Y | +49.0% | -12.3% | +61.3% | +50.0% |
| All | +49.0% | -11.5% | +60.5% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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