-54.9%
CSGP vs INSM
-37.0%
-17.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.9% | -5.8% | -2.8% |
| 7D | -3.2% | +14.4% | -17.6% | -2.5% |
| 30D | +2.2% | +18.8% | -16.6% | +3.1% |
| 3M | -3.7% | -11.3% | +7.7% | -4.2% |
| 6M | -7.4% | +17.9% | -25.3% | -6.7% |
| YTD | -54.9% | -31.3% | -23.5% | -54.6% |
| 1Y | -54.9% | -37.7% | -17.1% | -54.8% |
| All | -54.9% | -37.0% | -17.9% | -54.8% |
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