+23.4%
REGN vs UUUU
+79.1%
-55.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.5% | -1.2% |
| 7D | -5.6% | -10.5% | +4.9% | -5.0% |
| 30D | -2.0% | -10.5% | +8.6% | -1.4% |
| 3M | +28.0% | -14.1% | +42.1% | +28.7% |
| 6M | +1.2% | -35.5% | +36.6% | +3.1% |
| YTD | +1.6% | -10.9% | +12.6% | +0.7% |
| 1Y | +38.2% | +3.4% | +34.9% | +33.9% |
| 3Y | -5.4% | +73.1% | -78.5% | -14.5% |
| All | +23.4% | +79.1% | -55.8% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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