+27.3%
CRDO vs INSM
-11.6%
+38.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.2% | +3.9% |
| 7D | -26.7% | +6.5% | -33.3% | -27.4% |
| 30D | -24.1% | +27.5% | -51.6% | -27.0% |
| 3M | -21.6% | +20.4% | -41.9% | -24.0% |
| 6M | +66.3% | -15.7% | +82.1% | +66.0% |
| YTD | +18.5% | -27.4% | +46.0% | +21.2% |
| 1Y | +27.3% | -11.4% | +38.7% | +14.5% |
| All | +27.3% | -11.6% | +38.9% | +14.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling