+201.1%
WELL vs REGN
+21.2%
+179.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.4% | +0.1% |
| 7D | -0.2% | -5.6% | +5.4% | +0.4% |
| 30D | +2.3% | -2.0% | +4.3% | +2.5% |
| 3M | +12.3% | +28.0% | -15.7% | +9.3% |
| 6M | +15.6% | +1.2% | +14.4% | +15.0% |
| YTD | +28.3% | +1.6% | +26.7% | +27.5% |
| 1Y | +41.9% | +38.2% | +3.7% | +36.8% |
| 3Y | +198.3% | -5.4% | +203.7% | +196.8% |
| All | +201.1% | +21.2% | +179.9% | +184.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling