+38.2%
REGN vs URI
+5.3%
+33.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -5.6% | -2.1% | -3.5% | -5.4% |
| 30D | -2.0% | -12.4% | +10.5% | -1.0% |
| 3M | +28.0% | -7.3% | +35.2% | +28.2% |
| 6M | +1.2% | +27.2% | -26.0% | -2.1% |
| YTD | +1.6% | +23.0% | -21.3% | -1.6% |
| 1Y | +38.2% | +3.9% | +34.3% | +33.8% |
| All | +38.2% | +5.3% | +33.0% | +33.8% |
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