+3,774.0%
REGN vs MUB
+74.1%
+3,699.9%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.0% | -1.6% |
| 7D | -6.0% | -1.2% | -4.7% | -5.6% |
| 30D | -0.4% | -2.8% | +2.4% | +0.5% |
| 3M | +32.0% | -3.1% | +35.1% | +33.2% |
| 6M | +3.0% | -2.9% | +5.9% | +3.9% |
| YTD | +3.2% | -2.0% | +5.2% | +3.8% |
| 1Y | +43.4% | 0.0% | +43.5% | +43.6% |
| 3Y | -3.6% | +7.4% | -11.0% | -5.2% |
| 5Y | +23.1% | +0.8% | +22.3% | +22.6% |
| 10Y | +108.3% | +16.7% | +91.6% | +104.8% |
| All | +3,774.0% | +74.1% | +3,699.9% | +3,152.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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