+833.7%
INSM vs DOV
+300.2%
+533.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.2% |
| 7D | +2.5% | -2.0% | +4.5% | +3.6% |
| 30D | -2.2% | -8.9% | +6.7% | +3.1% |
| 3M | +33.8% | -13.3% | +47.1% | +43.8% |
| 6M | -7.2% | -9.7% | +2.5% | -2.7% |
| YTD | -25.6% | -2.5% | -23.2% | -26.0% |
| 1Y | -11.2% | +7.2% | -18.5% | -17.2% |
| 3Y | +388.3% | +39.4% | +348.9% | +268.9% |
| 5Y | +376.6% | +15.8% | +360.8% | +298.5% |
| All | +833.7% | +300.2% | +533.5% | +327.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 10y: compounded portfolio wealth divided by compounded DOV 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…
10y analysis · Full analysis span regression · 6 months rolling