+49.0%
REGN vs ROIV
+97.8%
-48.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +6.1% | -10.5% | -5.0% |
| 7D | +14.4% | +3.0% | +11.4% | +14.0% |
| 30D | +28.1% | +6.8% | +21.3% | +26.9% |
| 3M | +22.5% | +10.5% | +12.0% | +20.2% |
| 6M | +31.6% | +34.8% | -3.2% | +23.4% |
| YTD | +21.0% | +76.2% | -55.1% | +9.7% |
| 1Y | +49.0% | +92.4% | -43.4% | +33.0% |
| All | +49.0% | +97.8% | -48.9% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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