+46.7%
REGN vs SPXU
-40.4%
+87.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.1% | -1.7% |
| 7D | +4.2% | -0.1% | +4.3% | +4.2% |
| 30D | +7.8% | +0.8% | +7.0% | +8.0% |
| 3M | +31.8% | -4.7% | +36.5% | +31.1% |
| 6M | +5.4% | -29.6% | +35.0% | -1.1% |
| YTD | +7.7% | -29.9% | +37.5% | +1.0% |
| 1Y | +46.7% | -39.1% | +85.8% | +26.6% |
| All | +46.7% | -40.4% | +87.0% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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