+49.0%
REGN vs RACE
+10.6%
+38.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.3% | -8.6% | -5.1% |
| 7D | +14.4% | +9.9% | +4.5% | +12.3% |
| 30D | +28.1% | +12.8% | +15.3% | +25.1% |
| 3M | +22.5% | +7.4% | +15.1% | +20.8% |
| 6M | +31.6% | +27.6% | +4.0% | +26.2% |
| YTD | +21.0% | +18.4% | +2.7% | +16.1% |
| 1Y | +49.0% | +9.5% | +39.4% | +45.3% |
| All | +49.0% | +10.6% | +38.4% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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