+97.5%
REGN vs WCC
+541.6%
-444.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.7% | -5.2% | -1.9% |
| 7D | -5.6% | +1.5% | -7.1% | -5.8% |
| 30D | -2.0% | -2.1% | +0.2% | -1.8% |
| 3M | +28.0% | +3.8% | +24.1% | +27.0% |
| 6M | +1.2% | +35.0% | -33.8% | -2.5% |
| YTD | +1.6% | +46.4% | -44.7% | -2.9% |
| 1Y | +38.2% | +63.0% | -24.7% | +30.4% |
| 3Y | -5.4% | +133.9% | -139.3% | -15.5% |
| 5Y | +21.3% | +226.5% | -205.3% | +2.9% |
| All | +97.5% | +541.6% | -444.2% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling