+3,634.3%
REGN vs TROW
+14,140.7%
-10,506.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.0% |
| 7D | -5.6% | -3.2% | -2.4% | -4.3% |
| 30D | -2.0% | -4.6% | +2.7% | -0.1% |
| 3M | +28.0% | -0.7% | +28.6% | +27.8% |
| 6M | +1.2% | +22.2% | -21.1% | -7.1% |
| YTD | +1.6% | +6.6% | -5.0% | -2.0% |
| 1Y | +38.2% | +5.8% | +32.4% | +33.2% |
| 3Y | -5.4% | +11.6% | -17.0% | -12.6% |
| 5Y | +21.3% | -38.9% | +60.2% | +36.5% |
| 10Y | +105.2% | +128.5% | -23.3% | +24.0% |
| All | +3,634.3% | +14,140.7% | -10,506.4% | +380.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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