+356.2%
INSM vs DOCU
+91.1%
+265.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.8% | -1.0% |
| 7D | -2.5% | -3.2% | +0.7% | -2.4% |
| 30D | +3.4% | +15.7% | -12.3% | +2.5% |
| 3M | +9.8% | +37.3% | -27.4% | +7.4% |
| 6M | -22.0% | +63.1% | -85.1% | -25.1% |
| YTD | -37.5% | +15.4% | -52.9% | -37.3% |
| 1Y | -41.8% | +11.3% | -53.1% | -41.4% |
| All | +356.2% | +91.1% | +265.1% | +239.2% |
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 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