-61.4%
ADBE vs INSM
+367.9%
-429.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.3% |
| 7D | -12.9% | +0.5% | -13.4% | -12.9% |
| 30D | -5.6% | -4.0% | -1.7% | -5.5% |
| 3M | +6.6% | +38.5% | -31.9% | +3.9% |
| 6M | -9.6% | -11.5% | +2.0% | -9.6% |
| YTD | -28.9% | -26.9% | -2.0% | -28.0% |
| 1Y | -28.9% | -12.8% | -16.2% | -29.3% |
| 3Y | -55.6% | +384.7% | -440.3% | -62.6% |
| All | -61.4% | +367.9% | -429.4% | -68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INSM.
Daily Out/Under-Performance
Portfolio return minus INSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INSM 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 INSM 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