+5,492.9%
REGN vs SUI
+3,975.5%
+1,517.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.5% |
| 7D | -1.6% | -3.1% | +1.5% | -0.3% |
| 30D | +3.4% | -2.3% | +5.7% | +4.4% |
| 3M | +32.7% | -2.8% | +35.5% | +33.9% |
| 6M | +6.9% | -12.4% | +19.3% | +12.7% |
| YTD | +5.4% | -3.3% | +8.7% | +6.3% |
| 1Y | +45.8% | -5.8% | +51.7% | +48.4% |
| 3Y | -1.5% | +12.5% | -14.0% | -9.5% |
| 5Y | +22.2% | -32.9% | +55.1% | +36.8% |
| 10Y | +103.6% | +104.4% | -0.8% | +23.3% |
| All | +5,492.9% | +3,975.5% | +1,517.4% | +1,238.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling