+640.7%
INSM vs FIVN
+282.0%
+358.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.8% | +5.9% | +3.7% |
| 7D | +1.7% | -9.6% | +11.3% | +3.9% |
| 30D | -4.4% | -11.9% | +7.5% | -2.2% |
| 3M | +30.0% | +40.1% | -10.0% | +17.8% |
| 6M | -10.0% | +68.3% | -78.4% | -23.9% |
| YTD | -26.0% | +51.5% | -77.5% | -36.4% |
| 1Y | -12.5% | +15.1% | -27.6% | -20.2% |
| 3Y | +390.5% | -55.6% | +446.1% | +442.3% |
| 5Y | +357.7% | -82.4% | +440.1% | +523.4% |
| 10Y | +877.2% | +114.5% | +762.8% | +551.9% |
| All | +640.7% | +282.0% | +358.6% | +286.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling