+42.9%
WELL vs REGN
+46.5%
-3.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -1.8% |
| 7D | -0.8% | +4.2% | -5.0% | -1.3% |
| 30D | -0.1% | +7.8% | -7.9% | -0.9% |
| 3M | +18.0% | +31.8% | -13.8% | +14.2% |
| 6M | +15.0% | +5.4% | +9.6% | +12.4% |
| YTD | +28.6% | +7.7% | +21.0% | +25.7% |
| 1Y | +42.9% | +46.7% | -3.8% | +41.8% |
| All | +42.9% | +46.5% | -3.6% | +41.8% |
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