+2,587.6%
AXTI vs INSM
+392.8%
+2,194.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.1% |
| 7D | +5.1% | +2.5% | +2.6% | +4.8% |
| 30D | -17.5% | -2.2% | -15.3% | -17.3% |
| 3M | -26.7% | +33.8% | -60.5% | -29.0% |
| 6M | +36.8% | -7.2% | +43.9% | +35.9% |
| YTD | +296.1% | -25.6% | +321.8% | +301.9% |
| 1Y | +1,810.6% | -11.2% | +1,821.9% | +1,776.8% |
| 3Y | +2,587.6% | +388.3% | +2,199.2% | +2,288.6% |
| All | +2,587.6% | +392.8% | +2,194.7% | +2,288.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling