+379.9%
INSM vs DOCU
+87.9%
+292.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.7% | +6.9% | +5.3% |
| 7D | +1.6% | -5.5% | +7.2% | +1.9% |
| 30D | +12.5% | +12.6% | -0.2% | +11.6% |
| 3M | -13.7% | +36.4% | -50.1% | -15.6% |
| 6M | -16.5% | +66.8% | -83.3% | -20.2% |
| YTD | -34.3% | +13.5% | -47.7% | -34.0% |
| 1Y | -38.4% | +11.3% | -49.7% | -38.1% |
| 3Y | +379.9% | +92.1% | +287.9% | +257.1% |
| All | +379.9% | +87.9% | +292.0% | +257.1% |
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 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