+97.5%
REGN vs SUI
+101.8%
-4.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.4% |
| 7D | -5.6% | -4.2% | -1.4% | -4.7% |
| 30D | -2.0% | -3.3% | +1.3% | -1.3% |
| 3M | +28.0% | -8.2% | +36.1% | +30.2% |
| 6M | +1.2% | -14.5% | +15.6% | +4.5% |
| YTD | +1.6% | -5.9% | +7.6% | +2.8% |
| 1Y | +38.2% | -9.7% | +48.0% | +40.9% |
| 3Y | -5.4% | +7.7% | -13.0% | -8.0% |
| 5Y | +21.3% | -31.9% | +53.1% | +28.5% |
| All | +97.5% | +101.8% | -4.4% | +89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded SUI 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling