+23.4%
REGN vs TECH
-43.3%
+66.7%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.5% | -1.5% |
| 7D | -5.6% | -0.4% | -5.2% | -5.5% |
| 30D | -2.0% | 0.0% | -1.9% | -1.9% |
| 3M | +28.0% | +33.7% | -5.7% | +19.3% |
| 6M | +1.2% | +34.9% | -33.7% | -7.2% |
| YTD | +1.6% | +23.2% | -21.5% | -5.0% |
| 1Y | +38.2% | +36.3% | +1.9% | +25.2% |
| 3Y | -5.4% | +2.3% | -7.6% | -10.3% |
| All | +23.4% | -43.3% | +66.7% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling