+701.9%
INSM vs DOC
+21.2%
+680.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.7% |
| 7D | +5.9% | -0.9% | +6.8% | +6.3% |
| 30D | +23.9% | +7.7% | +16.2% | +20.1% |
| 3M | -4.1% | -2.0% | -2.1% | -3.3% |
| 6M | +2.7% | +5.9% | -3.2% | -0.6% |
| YTD | -30.4% | +31.8% | -62.2% | -39.7% |
| 1Y | -36.6% | +22.5% | -59.1% | -43.3% |
| 3Y | +406.9% | +54.7% | +352.2% | +297.2% |
| 5Y | +280.3% | -21.3% | +301.6% | +308.7% |
| All | +701.9% | +21.2% | +680.6% | +627.8% |
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