+367.9%
INSM vs FIVN
-82.2%
+450.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.5% |
| 7D | +2.5% | -7.8% | +10.3% | +3.5% |
| 30D | -2.2% | -1.7% | -0.4% | -2.2% |
| 3M | +33.8% | +47.2% | -13.4% | +24.7% |
| 6M | -7.2% | +82.7% | -89.9% | -18.0% |
| YTD | -25.6% | +52.9% | -78.6% | -32.6% |
| 1Y | -11.2% | +17.5% | -28.7% | -15.8% |
| 3Y | +388.3% | -55.8% | +444.2% | +458.4% |
| All | +367.9% | -82.2% | +450.0% | +528.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling