+74.5%
UBER vs REGN
+147.5%
-72.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +2.4% |
| 7D | -4.5% | -6.0% | +1.5% | -3.3% |
| 30D | -7.6% | -0.4% | -7.3% | -7.6% |
| 3M | +5.8% | +32.0% | -26.2% | +0.2% |
| 6M | +0.3% | +3.0% | -2.7% | -0.7% |
| YTD | -11.2% | +3.2% | -14.4% | -12.2% |
| 1Y | -23.0% | +43.4% | -66.4% | -29.4% |
| 3Y | +53.6% | -3.6% | +57.2% | +51.7% |
| 5Y | +81.9% | +23.1% | +58.8% | +66.8% |
| All | +74.5% | +147.5% | -72.9% | +28.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling