-11.4%
INSM vs CAKE
+76.8%
-88.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.3% |
| 7D | +6.5% | -4.0% | +10.5% | +6.1% |
| 30D | +27.5% | +2.4% | +25.1% | +28.1% |
| 3M | +20.4% | +69.0% | -48.6% | +32.7% |
| 6M | -15.7% | +69.3% | -85.0% | -7.5% |
| YTD | -27.4% | +115.8% | -143.2% | -14.1% |
| 1Y | -11.4% | +79.3% | -90.7% | +8.7% |
| All | -11.4% | +76.8% | -88.2% | +8.7% |
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