+40.9%
REGN vs DHI
+9.9%
+31.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.0% |
| 7D | +10.3% | +7.6% | +2.7% | +9.0% |
| 30D | +22.2% | +15.3% | +7.0% | +19.2% |
| 3M | +17.6% | +4.4% | +13.2% | +16.5% |
| 6M | +28.9% | +8.3% | +20.6% | +26.7% |
| YTD | +17.4% | +10.4% | +7.0% | +15.3% |
| 1Y | +40.9% | +9.8% | +31.1% | +39.3% |
| All | +40.9% | +9.9% | +31.0% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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