+388.3%
INSM vs CPAY
+49.1%
+339.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.7% | +1.7% |
| 7D | +2.5% | -2.0% | +4.4% | +2.7% |
| 30D | -2.2% | -0.4% | -1.8% | -2.2% |
| 3M | +33.8% | +16.4% | +17.4% | +30.9% |
| 6M | -7.2% | +23.5% | -30.7% | -10.0% |
| YTD | -25.6% | +35.7% | -61.3% | -29.3% |
| 1Y | -11.2% | +30.2% | -41.4% | -14.4% |
| 3Y | +388.3% | +49.7% | +338.6% | +333.3% |
| All | +388.3% | +49.1% | +339.3% | +333.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling