+28.8%
DOCS vs INSM
-22.8%
+51.5%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.2% | -4.4% |
| 7D | -1.3% | -2.5% | +1.2% | -1.7% |
| 30D | +19.4% | +3.4% | +16.0% | +19.9% |
| 3M | +53.4% | +9.8% | +43.6% | +55.3% |
| 6M | +28.8% | -22.0% | +50.8% | +26.9% |
| All | +28.8% | -22.8% | +51.5% | +26.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling