+406.6%
INSM vs DOCU
+80.0%
+326.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -1.3% |
| 7D | +6.5% | +6.9% | -0.4% | +4.7% |
| 30D | +27.5% | +19.0% | +8.5% | +20.9% |
| 3M | +20.4% | +34.3% | -13.9% | +9.7% |
| 6M | -15.7% | +48.0% | -63.7% | -26.4% |
| YTD | -27.4% | 0.0% | -27.5% | -29.7% |
| 1Y | -11.4% | -10.3% | -1.1% | -12.2% |
| 3Y | +457.8% | +32.4% | +425.4% | +355.0% |
| 5Y | +343.0% | -77.9% | +420.9% | +472.6% |
| All | +406.6% | +80.0% | +326.6% | +149.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling