-26.9%
INFY vs INSM
-11.6%
-15.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.2% |
| 7D | -2.9% | +6.5% | -9.4% | -2.7% |
| 30D | -6.2% | +27.5% | -33.8% | -5.2% |
| 3M | -4.9% | +20.4% | -25.3% | -4.2% |
| 6M | -16.6% | -15.7% | -0.8% | -16.5% |
| YTD | -32.9% | -27.4% | -5.5% | -33.4% |
| 1Y | -26.9% | -11.4% | -15.5% | -29.0% |
| All | -26.9% | -11.6% | -15.3% | -29.0% |
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