+41.2%
REGN vs DOC
+23.5%
+17.7%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.3% |
| 7D | -4.3% | +5.9% | -10.1% | -5.7% |
| 30D | +23.2% | +10.3% | +13.0% | +20.0% |
| 3M | +17.4% | -2.2% | +19.6% | +17.7% |
| 6M | +29.0% | +8.2% | +20.8% | +26.5% |
| YTD | +19.6% | +35.4% | -15.7% | +8.2% |
| All | +41.2% | +23.5% | +17.7% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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