-39.8%
INSM vs CAKE
+147.7%
-187.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.7% | +0.6% | +5.1% |
| 7D | +13.4% | +9.1% | +4.3% | +13.0% |
| 30D | +5.9% | +5.8% | +0.1% | +5.5% |
| 3M | +11.4% | +9.3% | +2.1% | +11.3% |
| 6M | -21.4% | +96.1% | -117.5% | -14.2% |
| YTD | -36.8% | +131.4% | -168.2% | -26.7% |
| 1Y | -39.8% | +146.1% | -185.9% | -29.1% |
| All | -39.8% | +147.7% | -187.5% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 CAKE 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