+4,934.2%
REGN vs WU
-22.4%
+4,956.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.7% |
| 7D | -5.6% | -3.5% | -2.1% | -4.4% |
| 30D | -2.0% | -2.9% | +1.0% | -1.0% |
| 3M | +28.0% | -2.3% | +30.2% | +26.7% |
| 6M | +1.2% | -25.4% | +26.5% | +9.6% |
| YTD | +1.6% | -21.2% | +22.8% | +7.7% |
| 1Y | +38.2% | -8.9% | +47.1% | +38.5% |
| 3Y | -5.4% | -29.0% | +23.6% | +1.8% |
| 5Y | +21.3% | -50.7% | +72.0% | +44.0% |
| 10Y | +105.2% | -39.7% | +144.9% | +109.5% |
| All | +4,934.2% | -22.4% | +4,956.6% | +4,050.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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