-39.5%
INSM vs DOCU
+10.8%
-50.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | +6.2% | -4.8% | +11.0% | +5.4% |
| 30D | +15.4% | +9.4% | +6.0% | +17.0% |
| 3M | -11.4% | +29.0% | -40.5% | -7.5% |
| 6M | +14.6% | +62.3% | -47.8% | +24.4% |
| YTD | -33.3% | +13.7% | -47.0% | -29.8% |
| All | -39.5% | +10.8% | -50.3% | -36.1% |
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 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