-21.6%
INSM vs CAKE
+1,025.3%
-1,046.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.3% |
| 7D | +2.5% | -4.5% | +7.0% | +3.6% |
| 30D | -2.2% | -12.4% | +10.3% | +0.9% |
| 3M | +33.8% | +37.3% | -3.5% | +23.0% |
| 6M | -7.2% | +70.7% | -77.9% | -19.7% |
| YTD | -25.6% | +106.0% | -131.6% | -39.0% |
| 1Y | -11.2% | +79.7% | -90.9% | -25.2% |
| 3Y | +388.3% | +267.8% | +120.6% | +233.2% |
| 5Y | +376.6% | +159.9% | +216.8% | +243.4% |
| 10Y | +881.9% | +154.3% | +727.5% | +526.4% |
| All | -21.6% | +1,025.3% | -1,046.9% | -71.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling