-56.4%
CSGP vs INSM
-38.7%
-17.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.7% | -0.7% |
| 7D | -6.1% | +8.6% | -14.6% | -5.7% |
| 30D | +0.3% | +22.0% | -21.7% | +1.4% |
| 3M | -1.3% | -10.7% | +9.4% | -1.8% |
| 6M | -8.9% | +1.8% | -10.7% | -8.1% |
| YTD | -55.2% | -32.2% | -23.1% | -55.1% |
| 1Y | -56.4% | -39.3% | -17.1% | -56.3% |
| All | -56.4% | -38.7% | -17.7% | -56.3% |
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