+2,585.5%
REGN vs BRKR
+172.5%
+2,413.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.2% | -1.4% |
| 7D | -5.6% | -8.7% | +3.1% | -3.8% |
| 30D | -2.0% | -9.9% | +7.9% | +0.1% |
| 3M | +28.0% | -3.1% | +31.0% | +27.2% |
| 6M | +1.2% | +45.5% | -44.3% | -8.8% |
| YTD | +1.6% | +13.7% | -12.0% | -3.9% |
| 1Y | +38.2% | +67.4% | -29.2% | +19.6% |
| 3Y | -5.4% | -13.2% | +7.9% | -8.9% |
| 5Y | +21.3% | -39.5% | +60.7% | +23.6% |
| 10Y | +105.2% | +153.5% | -48.3% | +47.2% |
| All | +2,585.5% | +172.5% | +2,413.0% | +1,178.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 all: compounded portfolio wealth divided by compounded BRKR 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…
all analysis · Full analysis span regression · 6 months rolling