+23.4%
REGN vs IBB
+18.1%
+5.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.6% |
| 7D | -5.6% | -4.2% | -1.3% | -2.3% |
| 30D | -2.0% | +1.1% | -3.1% | -2.9% |
| 3M | +28.0% | +19.0% | +8.9% | +11.0% |
| 6M | +1.2% | +18.9% | -17.7% | -12.2% |
| YTD | +1.6% | +20.3% | -18.7% | -12.6% |
| 1Y | +38.2% | +41.5% | -3.2% | +4.8% |
| 3Y | -5.4% | +60.3% | -65.6% | -34.6% |
| All | +23.4% | +18.1% | +5.3% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 5y: compounded portfolio wealth divided by compounded IBB 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…
5y analysis · Full analysis span regression · 6 months rolling