-3.9%
REGN vs HAS
+45.4%
-49.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -2.1% |
| 7D | -6.0% | -3.1% | -2.9% | -5.3% |
| 30D | -0.4% | -6.4% | +6.0% | +1.1% |
| 3M | +32.0% | +10.4% | +21.6% | +28.8% |
| 6M | +3.0% | -3.7% | +6.7% | +3.3% |
| YTD | +3.2% | +12.5% | -9.3% | -0.7% |
| 1Y | +43.4% | +19.8% | +23.6% | +35.7% |
| All | -3.9% | +45.4% | -49.3% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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