+386.0%
INSM vs DOCU
+112.5%
+273.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.9% | +2.4% |
| 7D | +5.9% | +4.1% | +1.8% | +4.8% |
| 30D | +23.9% | +7.4% | +16.5% | +21.4% |
| 3M | -4.1% | +26.0% | -30.1% | -10.5% |
| 6M | +2.7% | +79.2% | -76.5% | -14.4% |
| YTD | -30.4% | +18.1% | -48.5% | -35.8% |
| 1Y | -36.6% | +20.5% | -57.1% | -42.1% |
| 3Y | +406.9% | +96.4% | +310.5% | +266.0% |
| 5Y | +280.3% | -69.5% | +349.8% | +342.9% |
| All | +386.0% | +112.5% | +273.5% | +127.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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