+33.7%
BABA vs INSM
+366.4%
-332.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | -4.8% | +6.5% | -11.3% | -4.9% |
| 30D | -11.9% | +27.5% | -39.4% | -12.3% |
| 3M | -9.3% | +20.4% | -29.6% | -9.6% |
| 6M | -14.2% | -15.7% | +1.5% | -14.1% |
| YTD | -22.0% | -27.4% | +5.4% | -21.8% |
| 1Y | -12.7% | -11.4% | -1.3% | -12.7% |
| All | +33.7% | +366.4% | -332.6% | +35.6% |
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