+225.3%
INSM vs DECK
+25.8%
+199.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.8% |
| 7D | -2.5% | +6.0% | -8.6% | -3.8% |
| 30D | +3.4% | +7.4% | -4.1% | +1.7% |
| 3M | +9.8% | -11.7% | +21.5% | +12.5% |
| 6M | -22.0% | -11.0% | -11.0% | -20.7% |
| YTD | -37.5% | -15.4% | -22.1% | -36.3% |
| 1Y | -41.8% | +7.2% | -49.1% | -44.3% |
| 3Y | +337.7% | -11.8% | +349.5% | +298.9% |
| 5Y | +225.3% | +24.3% | +201.0% | +146.0% |
| All | +225.3% | +25.8% | +199.6% | +146.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling