+38.2%
REGN vs SU
+67.3%
-29.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.3% | -1.5% |
| 7D | -5.6% | +2.2% | -7.8% | -5.4% |
| 30D | -2.0% | +8.4% | -10.4% | -1.3% |
| 3M | +28.0% | +12.1% | +15.9% | +28.5% |
| 6M | +1.2% | +19.7% | -18.5% | -0.3% |
| YTD | +1.6% | +58.4% | -56.8% | -0.7% |
| 1Y | +38.2% | +67.2% | -29.0% | +33.2% |
| All | +38.2% | +67.3% | -29.1% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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