+581.5%
INSM vs FWONK
+276.9%
+304.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | +2.5% | +0.1% | +2.4% | +2.4% |
| 30D | -2.2% | -7.7% | +5.6% | +1.3% |
| 3M | +33.8% | +5.7% | +28.1% | +30.4% |
| 6M | -7.2% | +13.5% | -20.6% | -13.4% |
| YTD | -25.6% | -3.0% | -22.7% | -25.9% |
| 1Y | -11.2% | -6.4% | -4.8% | -10.3% |
| 3Y | +388.3% | +43.8% | +344.5% | +294.9% |
| 5Y | +376.6% | +98.6% | +278.1% | +224.5% |
| 10Y | +881.9% | +340.0% | +541.9% | +367.6% |
| All | +581.5% | +276.9% | +304.5% | +211.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling