+4,138.9%
REGN vs UUUU
-92.8%
+4,231.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.5% | -1.2% |
| 7D | -5.6% | -10.5% | +4.9% | -4.9% |
| 30D | -2.0% | -10.5% | +8.6% | -1.3% |
| 3M | +28.0% | -14.1% | +42.1% | +28.8% |
| 6M | +1.2% | -35.5% | +36.6% | +3.2% |
| YTD | +1.6% | -10.9% | +12.6% | +0.7% |
| 1Y | +38.2% | +3.4% | +34.9% | +34.3% |
| 3Y | -5.4% | +73.1% | -78.5% | -13.4% |
| 5Y | +21.3% | +87.1% | -65.9% | +7.2% |
| 10Y | +105.2% | +463.0% | -357.8% | +55.7% |
| All | +4,138.9% | -92.8% | +4,231.8% | +3,174.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling