+388.3%
INSM vs FWONK
+44.6%
+343.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | +2.5% | +0.1% | +2.4% | +2.5% |
| 30D | -2.2% | -7.7% | +5.6% | +0.1% |
| 3M | +33.8% | +5.7% | +28.1% | +31.8% |
| 6M | -7.2% | +13.5% | -20.6% | -11.4% |
| YTD | -25.6% | -3.0% | -22.7% | -25.1% |
| 1Y | -11.2% | -6.4% | -4.8% | -9.6% |
| 3Y | +388.3% | +43.8% | +344.5% | +326.0% |
| All | +388.3% | +44.6% | +343.7% | +326.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 3y: compounded portfolio wealth divided by compounded FWONK 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…
3y analysis · Full analysis span regression · 6 months rolling