-39.3%
INSM vs DOCU
+15.6%
-54.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +8.6% | +1.6% | +7.0% | +8.8% |
| 30D | +22.0% | +10.8% | +11.1% | +23.9% |
| 3M | -10.7% | +38.0% | -48.7% | -5.9% |
| 6M | +1.8% | +77.4% | -75.6% | +11.8% |
| YTD | -32.2% | +17.2% | -49.3% | -28.3% |
| 1Y | -39.3% | +15.6% | -54.8% | -35.5% |
| All | -39.3% | +15.6% | -54.8% | -35.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling