+49.0%
REGN vs IAU
+2.6%
+46.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.7% | -8.1% | -4.9% |
| 7D | +14.4% | -0.3% | +14.7% | +14.5% |
| 30D | +28.1% | -1.9% | +30.0% | +28.6% |
| 3M | +22.5% | -0.4% | +22.9% | +22.8% |
| 6M | +31.6% | -10.1% | +41.7% | +34.4% |
| YTD | +21.0% | -5.9% | +27.0% | +27.1% |
| 1Y | +49.0% | +2.9% | +46.0% | +57.3% |
| All | +49.0% | +2.6% | +46.4% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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