+46.4%
UBER vs REGN
-4.3%
+50.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -1.0% |
| 7D | -5.4% | -5.6% | +0.2% | -4.4% |
| 30D | -4.9% | -2.0% | -2.9% | -4.6% |
| 3M | +3.0% | +28.0% | -24.9% | -1.0% |
| 6M | -4.4% | +1.2% | -5.6% | -5.1% |
| YTD | -12.3% | +1.6% | -13.9% | -13.1% |
| 1Y | -24.3% | +38.2% | -62.5% | -29.6% |
| 3Y | +46.4% | -5.4% | +51.8% | +44.2% |
| All | +46.4% | -4.3% | +50.8% | +44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling