-39.8%
INSM vs EVRG
+15.1%
-54.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.9% | +4.4% | +5.3% |
| 7D | +13.4% | +2.3% | +11.1% | +13.4% |
| 30D | +5.9% | +9.0% | -3.1% | +6.3% |
| 3M | +11.4% | +3.7% | +7.7% | +11.5% |
| 6M | -21.4% | +6.8% | -28.2% | -20.8% |
| YTD | -36.8% | +21.9% | -58.7% | -36.7% |
| 1Y | -39.8% | +15.8% | -55.6% | -38.6% |
| All | -39.8% | +15.1% | -54.9% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 1y: compounded portfolio wealth divided by compounded EVRG 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…
1y analysis · Full analysis span regression · 6 months rolling