-17.6%
UBER vs REGN
+46.5%
-64.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | -0.1% |
| 7D | -3.9% | +4.2% | -8.1% | -4.1% |
| 30D | +11.1% | +7.8% | +3.3% | +10.7% |
| 3M | +4.9% | +31.8% | -26.9% | +4.0% |
| 6M | -1.2% | +5.4% | -6.5% | -4.0% |
| YTD | -7.3% | +7.7% | -14.9% | -9.5% |
| 1Y | -17.6% | +46.7% | -64.3% | -14.6% |
| All | -17.6% | +46.5% | -64.1% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 REGN 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