+822.5%
INSM vs DOC
-2.1%
+824.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.4% |
| 7D | +6.5% | -1.5% | +8.0% | +7.2% |
| 30D | +27.5% | -4.8% | +32.3% | +29.5% |
| 3M | +20.4% | +6.9% | +13.5% | +16.1% |
| 6M | -15.7% | +20.7% | -36.5% | -23.8% |
| YTD | -27.4% | +34.1% | -61.6% | -37.7% |
| 1Y | -11.4% | +22.6% | -34.0% | -21.1% |
| 3Y | +457.8% | +20.8% | +437.0% | +389.4% |
| 5Y | +343.0% | -24.9% | +367.8% | +385.6% |
| All | +822.5% | -2.1% | +824.6% | +770.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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