+18.7%
HOOD vs INSM
-11.6%
+30.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.1% |
| 7D | +17.1% | +6.5% | +10.6% | +16.2% |
| 30D | +31.6% | +27.5% | +4.0% | +26.8% |
| 3M | +38.2% | +20.4% | +17.9% | +34.6% |
| 6M | +48.5% | -15.7% | +64.3% | +52.7% |
| YTD | +8.0% | -27.4% | +35.4% | +12.3% |
| 1Y | +18.7% | -11.4% | +30.1% | +2.6% |
| All | +18.7% | -11.6% | +30.3% | +2.6% |
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