+379.3%
INSM vs DOCU
+104.4%
+274.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.1% | +3.0% | +2.9% |
| 7D | +14.4% | -3.4% | +17.8% | +15.4% |
| 30D | +18.8% | +9.3% | +9.5% | +15.8% |
| 3M | -11.3% | +30.2% | -41.5% | -18.3% |
| 6M | +17.9% | +62.1% | -44.2% | +0.9% |
| YTD | -31.3% | +13.5% | -44.9% | -36.0% |
| 1Y | -37.7% | +11.5% | -49.2% | -42.0% |
| 3Y | +403.1% | +89.5% | +313.6% | +266.5% |
| 5Y | +279.3% | -69.6% | +349.0% | +340.4% |
| All | +379.3% | +104.4% | +274.9% | +126.7% |
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