+49.0%
REGN vs RMD
-1.9%
+50.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +5.9% | -10.3% | -5.2% |
| 7D | +14.4% | -3.9% | +18.3% | +14.9% |
| 30D | +28.1% | +7.9% | +20.2% | +23.7% |
| 3M | +22.5% | +8.1% | +14.4% | +17.6% |
| 6M | +31.6% | +15.5% | +16.1% | +22.3% |
| YTD | +21.0% | +0.7% | +20.4% | +16.2% |
| 1Y | +49.0% | -1.4% | +50.3% | +45.4% |
| All | +49.0% | -1.9% | +50.8% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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