+384.4%
INSM vs DOCU
+110.9%
+273.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.2% | -2.2% | +0.2% |
| 7D | +9.8% | -0.4% | +10.2% | +9.9% |
| 30D | +22.5% | +12.9% | +9.6% | +18.4% |
| 3M | -8.9% | +35.1% | -44.0% | -16.8% |
| 6M | +16.2% | +76.2% | -60.0% | -2.7% |
| YTD | -30.6% | +17.2% | -47.8% | -35.9% |
| 1Y | -37.7% | +16.4% | -54.1% | -42.6% |
| 3Y | +408.4% | +95.6% | +312.8% | +267.4% |
| 5Y | +279.6% | -68.5% | +348.1% | +336.4% |
| All | +384.4% | +110.9% | +273.4% | +127.2% |
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