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TIPT vs. REG
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

TIPT vs. REG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tiptree Inc. (TIPT) and Regency Centers Corporation (REG). The values are adjusted to include any dividend payments, if applicable.

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TIPT vs. REG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TIPT
Tiptree Inc.
-7.05%-11.42%12.76%38.80%1.39%179.66%-36.51%49.03%-4.02%-1.40%
REG
Regency Centers Corporation
10.67%-2.78%14.90%11.85%-13.59%71.41%-23.86%11.43%-12.00%3.62%

Fundamentals

Market Cap

TIPT:

$639.98M

REG:

$13.85B

EPS

TIPT:

$0.91

REG:

$3.45

PE Ratio

TIPT:

18.57

REG:

21.92

PEG Ratio

TIPT:

0.17

REG:

0.13

PS Ratio

TIPT:

0.42

REG:

8.20

PB Ratio

TIPT:

1.26

REG:

2.07

Total Revenue (TTM)

TIPT:

$1.55B

REG:

$1.68B

Gross Profit (TTM)

TIPT:

-$33.36M

REG:

$1.02B

EBITDA (TTM)

TIPT:

$170.17M

REG:

$1.07B

Returns By Period

In the year-to-date period, TIPT achieves a -7.05% return, which is significantly lower than REG's 10.67% return. Over the past 10 years, TIPT has outperformed REG with an annualized return of 13.70%, while REG has yielded a comparatively lower 3.99% annualized return.


TIPT

1D
0.65%
1M
-0.28%
YTD
-7.05%
6M
-11.13%
1Y
-28.89%
3Y*
6.86%
5Y*
13.98%
10Y*
13.70%

REG

1D
1.03%
1M
-3.29%
YTD
10.67%
6M
5.98%
1Y
6.81%
3Y*
11.79%
5Y*
9.91%
10Y*
3.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

TIPT vs. REG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TIPT
TIPT Risk / Return Rank: 1414
Overall Rank
TIPT Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
TIPT Sortino Ratio Rank: 1313
Sortino Ratio Rank
TIPT Omega Ratio Rank: 1212
Omega Ratio Rank
TIPT Calmar Ratio Rank: 1717
Calmar Ratio Rank
TIPT Martin Ratio Rank: 2020
Martin Ratio Rank

REG
REG Risk / Return Rank: 5454
Overall Rank
REG Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
REG Sortino Ratio Rank: 4747
Sortino Ratio Rank
REG Omega Ratio Rank: 4646
Omega Ratio Rank
REG Calmar Ratio Rank: 5757
Calmar Ratio Rank
REG Martin Ratio Rank: 6262
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TIPT vs. REG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tiptree Inc. (TIPT) and Regency Centers Corporation (REG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


TIPTREGDifference

Sharpe ratio

Return per unit of total volatility

-0.76

0.37

-1.13

Sortino ratio

Return per unit of downside risk

-0.85

0.66

-1.52

Omega ratio

Gain probability vs. loss probability

0.88

1.08

-0.20

Calmar ratio

Return relative to maximum drawdown

-0.70

0.66

-1.35

Martin ratio

Return relative to average drawdown

-1.16

2.01

-3.17

TIPT vs. REG - Sharpe Ratio Comparison

The current TIPT Sharpe Ratio is -0.76, which is lower than the REG Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of TIPT and REG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TIPTREGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.76

0.37

-1.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

0.44

-0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

0.13

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.32

-0.09

Correlation

The correlation between TIPT and REG is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

TIPT vs. REG - Dividend Comparison

TIPT's dividend yield for the trailing twelve months is around 1.42%, less than REG's 3.86% yield.


TTM20252024202320222021202020192018201720162015
TIPT
Tiptree Inc.
1.42%1.31%2.35%1.05%1.16%1.16%3.19%1.90%2.42%2.02%1.63%1.63%
REG
Regency Centers Corporation
3.86%4.16%3.67%3.91%4.04%3.20%5.22%3.71%3.78%3.04%2.90%2.85%

Drawdowns

TIPT vs. REG - Drawdown Comparison

The maximum TIPT drawdown since its inception was -51.20%, smaller than the maximum REG drawdown of -73.37%. Use the drawdown chart below to compare losses from any high point for TIPT and REG.


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Drawdown Indicators


TIPTREGDifference

Max Drawdown

Largest peak-to-trough decline

-51.20%

-73.37%

+22.17%

Max Drawdown (1Y)

Largest decline over 1 year

-37.87%

-12.39%

-25.48%

Max Drawdown (5Y)

Largest decline over 5 years

-42.34%

-30.09%

-12.25%

Max Drawdown (10Y)

Largest decline over 10 years

-45.47%

-57.02%

+11.55%

Current Drawdown

Current decline from peak

-33.17%

-4.22%

-28.95%

Average Drawdown

Average peak-to-trough decline

-21.85%

-16.25%

-5.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.75%

4.03%

+18.72%

Volatility

TIPT vs. REG - Volatility Comparison

Tiptree Inc. (TIPT) has a higher volatility of 8.79% compared to Regency Centers Corporation (REG) at 3.71%. This indicates that TIPT's price experiences larger fluctuations and is considered to be riskier than REG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TIPTREGDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.79%

3.71%

+5.08%

Volatility (6M)

Calculated over the trailing 6-month period

17.63%

11.20%

+6.43%

Volatility (1Y)

Calculated over the trailing 1-year period

38.51%

18.55%

+19.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.42%

22.52%

+20.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

44.52%

29.89%

+14.63%

Financials

TIPT vs. REG - Financials Comparison

This section allows you to compare key financial metrics between Tiptree Inc. and Regency Centers Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00100.00M200.00M300.00M400.00M500.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
3.00K
506.78M
(TIPT) Total Revenue
(REG) Total Revenue
Values in USD except per share items