-5.4%
REGN vs OPEN
-27.3%
+22.0%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.5% |
| 7D | -5.6% | -11.4% | +5.8% | -5.2% |
| 30D | -2.0% | -20.1% | +18.1% | -1.2% |
| 3M | +28.0% | -37.6% | +65.5% | +29.8% |
| 6M | +1.2% | -47.1% | +48.2% | +2.9% |
| YTD | +1.6% | -52.1% | +53.8% | +3.5% |
| 1Y | +38.2% | -73.5% | +111.7% | +43.1% |
| 3Y | -5.4% | -24.4% | +19.0% | -13.5% |
| All | -5.4% | -27.3% | +22.0% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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