+833.7%
INSM vs CPAY
+155.2%
+678.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.7% | +1.7% |
| 7D | +2.5% | -2.0% | +4.4% | +3.4% |
| 30D | -2.2% | -0.4% | -1.8% | -2.2% |
| 3M | +33.8% | +16.4% | +17.4% | +24.2% |
| 6M | -7.2% | +23.5% | -30.7% | -17.1% |
| YTD | -25.6% | +35.7% | -61.3% | -37.4% |
| 1Y | -11.2% | +30.2% | -41.4% | -24.5% |
| 3Y | +388.3% | +49.7% | +338.6% | +267.4% |
| 5Y | +376.6% | +56.6% | +320.1% | +239.4% |
| All | +833.7% | +155.2% | +678.5% | +470.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 10y: compounded portfolio wealth divided by compounded CPAY 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…
10y analysis · Full analysis span regression · 6 months rolling