+388.3%
INSM vs BIDU
-34.3%
+422.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.6% |
| 7D | +2.5% | -8.1% | +10.6% | +2.9% |
| 30D | -2.2% | -12.8% | +10.6% | -1.5% |
| 3M | +33.8% | -21.3% | +55.1% | +35.3% |
| 6M | -7.2% | -27.0% | +19.8% | -5.7% |
| YTD | -25.6% | -30.0% | +4.4% | -24.5% |
| 1Y | -11.2% | -18.3% | +7.0% | -11.0% |
| 3Y | +388.3% | -33.8% | +422.2% | +391.9% |
| All | +388.3% | -34.3% | +422.7% | +391.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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