+417.4%
WDC vs REGN
+46.5%
+370.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.9% | +7.7% | +6.0% |
| 7D | +1.7% | +4.2% | -2.5% | +1.3% |
| 30D | -10.0% | +7.8% | -17.8% | -10.9% |
| 3M | -18.8% | +31.8% | -50.6% | -21.8% |
| 6M | +79.0% | +5.4% | +73.6% | +82.9% |
| YTD | +171.6% | +7.7% | +163.9% | +176.0% |
| 1Y | +417.4% | +46.7% | +370.7% | +408.3% |
| All | +417.4% | +46.5% | +370.9% | +408.3% |
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