+872.0%
INSM vs DECK
+874.1%
-2.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.2% | +6.4% | +5.5% |
| 7D | +1.6% | +5.8% | -4.1% | 0.0% |
| 30D | +12.5% | +7.9% | +4.6% | +10.1% |
| 3M | -13.7% | -11.4% | -2.3% | -11.0% |
| 6M | -16.5% | -16.6% | 0.0% | -13.2% |
| YTD | -34.3% | -16.4% | -17.9% | -32.6% |
| 1Y | -38.4% | +8.6% | -47.0% | -41.6% |
| 3Y | +379.9% | -15.1% | +395.0% | +348.0% |
| 5Y | +242.2% | +22.9% | +219.4% | +165.3% |
| All | +872.0% | +874.1% | -2.0% | +452.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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