-39.8%
INSM vs FIVN
+55.4%
-95.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.6% | +3.7% | +5.4% |
| 7D | +13.4% | -3.4% | +16.8% | +13.1% |
| 30D | +5.9% | +5.8% | +0.2% | +6.5% |
| 3M | +11.4% | +22.0% | -10.6% | +13.8% |
| 6M | -21.4% | +55.7% | -77.2% | -18.5% |
| YTD | -36.8% | +81.3% | -118.1% | -34.6% |
| 1Y | -39.8% | +58.0% | -97.8% | -38.1% |
| All | -39.8% | +55.4% | -95.2% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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