+963.5%
HOOD vs INSM
+390.5%
+573.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.1% | -4.9% | -2.0% |
| 7D | +7.7% | +1.7% | +6.0% | +7.6% |
| 30D | +22.0% | -4.4% | +26.4% | +22.4% |
| 3M | +37.6% | +30.0% | +7.6% | +34.0% |
| 6M | +45.3% | -10.0% | +55.3% | +45.4% |
| YTD | +1.9% | -26.0% | +27.9% | +3.5% |
| 1Y | -2.7% | -12.5% | +9.8% | -2.8% |
| All | +963.5% | +390.5% | +573.0% | +909.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling