-11.2%
INSM vs CAKE
+78.0%
-89.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.8% |
| 7D | +2.5% | -4.5% | +7.0% | +2.0% |
| 30D | -2.2% | -12.4% | +10.3% | -3.3% |
| 3M | +33.8% | +37.3% | -3.5% | +41.9% |
| 6M | -7.2% | +70.7% | -77.9% | +2.9% |
| YTD | -25.6% | +106.0% | -131.6% | -12.4% |
| 1Y | -11.2% | +79.7% | -90.9% | +7.4% |
| All | -11.2% | +78.0% | -89.3% | +7.4% |
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