+49.0%
REGN vs URI
+33.3%
+15.7%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.4% | 0.0% | -4.1% |
| 7D | +14.4% | -4.3% | +18.8% | +14.7% |
| 30D | +28.1% | +4.6% | +23.5% | +27.5% |
| 3M | +22.5% | -2.1% | +24.6% | +22.7% |
| 6M | +31.6% | +21.9% | +9.7% | +27.8% |
| YTD | +21.0% | +39.7% | -18.7% | +14.3% |
| 1Y | +49.0% | +32.9% | +16.1% | +38.8% |
| All | +49.0% | +33.3% | +15.7% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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