-3.9%
REGN vs SUI
+9.8%
-13.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.6% |
| 7D | -6.0% | -4.1% | -1.8% | -5.0% |
| 30D | -0.4% | -3.2% | +2.8% | +0.4% |
| 3M | +32.0% | -8.4% | +40.4% | +34.5% |
| 6M | +3.0% | -14.4% | +17.4% | +6.6% |
| YTD | +3.2% | -5.5% | +8.7% | +4.2% |
| 1Y | +43.4% | -7.3% | +50.8% | +45.5% |
| All | -3.9% | +9.8% | -13.8% | -5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling