+40.9%
REGN vs SOXQ
+29.4%
+11.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -12.1% | +9.1% | -3.4% |
| 7D | +10.3% | -21.6% | +31.9% | +9.1% |
| 30D | +22.2% | -31.7% | +53.9% | +20.8% |
| 3M | +17.6% | -24.8% | +42.4% | +16.3% |
| 6M | +28.9% | -17.7% | +46.6% | +23.8% |
| YTD | +17.4% | +27.7% | -10.3% | +12.7% |
| 1Y | +40.9% | +26.0% | +14.9% | +35.5% |
| All | +40.9% | +29.4% | +11.5% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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