+358.9%
INSM vs DOCU
+104.2%
+254.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.7% | +6.9% | +5.6% |
| 7D | +1.6% | -5.5% | +7.2% | +3.1% |
| 30D | +12.5% | +12.6% | -0.2% | +8.7% |
| 3M | -13.7% | +36.4% | -50.1% | -21.5% |
| 6M | -16.5% | +66.8% | -83.3% | -29.4% |
| YTD | -34.3% | +13.5% | -47.7% | -38.8% |
| 1Y | -38.4% | +11.3% | -49.7% | -42.5% |
| 3Y | +379.9% | +92.1% | +287.9% | +248.1% |
| 5Y | +242.2% | -71.0% | +313.2% | +303.8% |
| All | +358.9% | +104.2% | +254.7% | +117.1% |
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