-21.9%
INSM vs DOV
+884.2%
-906.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.7% | +4.8% | +3.8% |
| 7D | +1.7% | +1.3% | +0.4% | +1.1% |
| 30D | -4.4% | -8.6% | +4.2% | -0.8% |
| 3M | +30.0% | -13.1% | +43.2% | +37.2% |
| 6M | -10.0% | -8.8% | -1.2% | -7.1% |
| YTD | -26.0% | -1.2% | -24.8% | -26.4% |
| 1Y | -12.5% | +10.7% | -23.2% | -17.5% |
| 3Y | +390.5% | +39.3% | +351.2% | +311.1% |
| 5Y | +357.7% | +16.4% | +341.3% | +310.2% |
| 10Y | +877.2% | +302.5% | +574.8% | +443.5% |
| All | -21.9% | +884.2% | -906.2% | -70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling