+24.8%
USAR vs REGN
+46.5%
-21.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | -0.1% |
| 7D | -2.1% | +4.2% | -6.3% | -2.9% |
| 30D | +2.6% | +7.8% | -5.2% | +1.4% |
| 3M | -35.0% | +31.8% | -66.8% | -37.9% |
| 6M | -6.9% | +5.4% | -12.3% | -8.5% |
| YTD | +48.0% | +7.7% | +40.3% | +46.0% |
| 1Y | +24.8% | +46.7% | -21.9% | +43.5% |
| All | +24.8% | +46.5% | -21.7% | +43.5% |
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