+28,979.2%
WDC vs REGN
+3,539.8%
+25,439.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.8% | -2.6% | -4.1% |
| 7D | +4.4% | -6.0% | +10.4% | +5.4% |
| 30D | +5.3% | -0.4% | +5.6% | +5.2% |
| 3M | -5.9% | +32.0% | -37.9% | -10.5% |
| 6M | +73.2% | +3.0% | +70.2% | +71.4% |
| YTD | +167.8% | +3.2% | +164.7% | +165.0% |
| 1Y | +386.0% | +43.4% | +342.5% | +353.9% |
| 3Y | +1,309.7% | -3.6% | +1,313.3% | +1,292.3% |
| 5Y | +957.1% | +23.1% | +934.0% | +894.8% |
| 10Y | +1,246.7% | +108.3% | +1,138.4% | +1,040.9% |
| All | +28,979.2% | +3,539.8% | +25,439.4% | +8,215.5% |
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 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