+225.5%
CRWD vs INSM
+375.8%
-150.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.2% |
| 7D | -3.0% | +2.5% | -5.5% | -3.2% |
| 30D | -6.8% | -2.2% | -4.6% | -6.6% |
| 3M | +19.6% | +33.8% | -14.2% | +15.1% |
| 6M | +87.1% | -7.2% | +94.2% | +85.7% |
| YTD | +76.4% | -25.6% | +102.1% | +79.7% |
| 1Y | +90.8% | -11.2% | +102.1% | +89.0% |
| 3Y | +380.0% | +388.3% | -8.4% | +273.0% |
| All | +225.5% | +375.8% | -150.2% | +139.9% |
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