+31.4%
UNH vs REGN
+46.5%
-15.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +0.9% | -0.7% |
| 7D | +1.1% | +4.2% | -3.2% | +0.6% |
| 30D | -3.8% | +7.8% | -11.6% | -4.7% |
| 3M | +0.7% | +31.8% | -31.1% | -2.8% |
| 6M | +37.9% | +5.4% | +32.5% | +36.2% |
| YTD | +21.9% | +7.7% | +14.3% | +20.2% |
| 1Y | +31.4% | +46.7% | -15.3% | +29.0% |
| All | +31.4% | +46.5% | -15.1% | +29.0% |
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