+388.3%
INSM vs DINO
+97.6%
+290.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +2.5% | +2.3% | +0.2% | +2.3% |
| 30D | -2.2% | +22.6% | -24.8% | -3.3% |
| 3M | +33.8% | +55.2% | -21.4% | +30.1% |
| 6M | -7.2% | +93.8% | -100.9% | -11.8% |
| YTD | -25.6% | +139.5% | -165.2% | -31.8% |
| 1Y | -11.2% | +115.3% | -126.5% | -17.4% |
| 3Y | +388.3% | +98.8% | +289.5% | +339.6% |
| All | +388.3% | +97.6% | +290.7% | +339.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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