+1,325.8%
CRWD vs INSM
+462.4%
+863.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.2% |
| 7D | -3.0% | +2.5% | -5.5% | -3.3% |
| 30D | -6.8% | -2.2% | -4.6% | -6.6% |
| 3M | +19.6% | +33.8% | -14.2% | +13.6% |
| 6M | +87.1% | -7.2% | +94.2% | +85.1% |
| YTD | +76.4% | -25.6% | +102.1% | +80.2% |
| 1Y | +90.8% | -11.2% | +102.1% | +88.3% |
| 3Y | +380.0% | +388.3% | -8.4% | +232.4% |
| 5Y | +215.6% | +376.6% | -161.0% | +110.2% |
| All | +1,325.8% | +462.4% | +863.4% | +819.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling