-5.4%
REGN vs GEN
+60.3%
-65.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -1.6% |
| 7D | -5.6% | -1.3% | -4.3% | -5.5% |
| 30D | -2.0% | +6.1% | -8.1% | -2.6% |
| 3M | +28.0% | +27.0% | +1.0% | +24.9% |
| 6M | +1.2% | +43.9% | -42.7% | -3.1% |
| YTD | +1.6% | +13.0% | -11.3% | +0.6% |
| 1Y | +38.2% | +4.0% | +34.2% | +38.4% |
| 3Y | -5.4% | +66.2% | -71.5% | -12.5% |
| All | -5.4% | +60.3% | -65.6% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 3y: compounded portfolio wealth divided by compounded GEN 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…
3y analysis · Full analysis span regression · 6 months rolling