+378.9%
INSM vs DOCU
+33.7%
+345.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.6% |
| 7D | +6.5% | +6.9% | -0.4% | +6.0% |
| 30D | +27.5% | +19.0% | +8.5% | +25.8% |
| 3M | +20.4% | +34.3% | -13.9% | +17.3% |
| 6M | -15.7% | +48.0% | -63.7% | -19.1% |
| YTD | -27.4% | 0.0% | -27.5% | -26.6% |
| 1Y | -11.4% | -10.3% | -1.1% | -9.3% |
| All | +378.9% | +33.7% | +345.2% | +276.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling