+6,427.0%
WMB vs REGN
+3,618.0%
+2,809.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.1% | +4.4% | +2.5% |
| 7D | +0.8% | -1.6% | +2.4% | +1.0% |
| 30D | +7.7% | +3.4% | +4.3% | +7.2% |
| 3M | +6.7% | +32.7% | -26.0% | +3.2% |
| 6M | +3.6% | +6.9% | -3.3% | +2.5% |
| YTD | +28.0% | +5.4% | +22.6% | +26.7% |
| 1Y | +37.6% | +45.8% | -8.2% | +31.0% |
| 3Y | +149.0% | -1.5% | +150.6% | +145.3% |
| 5Y | +285.3% | +22.2% | +263.1% | +266.6% |
| 10Y | +302.1% | +103.6% | +198.5% | +252.0% |
| All | +6,427.0% | +3,618.0% | +2,809.0% | +3,628.0% |
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