+14.5%
REGN vs SUNB
+5.8%
+8.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.7% | +2.7% | -2.6% |
| 7D | +10.3% | -9.7% | +20.0% | +10.9% |
| 30D | +22.2% | -3.1% | +25.3% | +22.5% |
| 3M | +17.6% | -4.3% | +21.9% | +18.2% |
| 6M | +28.9% | +3.1% | +25.8% | +27.7% |
| All | +14.5% | +5.8% | +8.7% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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