+3,690.5%
REGN vs GEN
+2,679.0%
+1,011.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -2.0% |
| 7D | -6.0% | -4.3% | -1.6% | -4.9% |
| 30D | -0.4% | +3.8% | -4.1% | -1.4% |
| 3M | +32.0% | +22.3% | +9.7% | +25.1% |
| 6M | +3.0% | +39.0% | -35.9% | -6.4% |
| YTD | +3.2% | +11.9% | -8.7% | -1.4% |
| 1Y | +43.4% | +4.5% | +38.9% | +39.4% |
| 3Y | -3.6% | +59.0% | -62.6% | -17.6% |
| 5Y | +23.1% | +22.0% | +1.1% | +9.8% |
| 10Y | +108.3% | +155.0% | -46.7% | +42.3% |
| All | +3,690.5% | +2,679.0% | +1,011.5% | +1,045.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling