+1.1%
REGN vs AS
+131.9%
-130.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.4% | +7.2% | +5.0% |
| 7D | +3.1% | -3.0% | +6.1% | +3.5% |
| 30D | +25.8% | +9.6% | +16.2% | +24.3% |
| 3M | +20.5% | -8.2% | +28.7% | +21.6% |
| 6M | +35.0% | -9.9% | +44.9% | +36.2% |
| YTD | +24.8% | -16.8% | +41.6% | +26.6% |
| 1Y | +43.0% | +3.0% | +40.0% | +41.3% |
| All | +1.1% | +131.9% | -130.8% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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