-39.3%
INSM vs HST
+53.7%
-93.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -2.4% |
| 7D | +8.6% | +3.6% | +4.9% | +9.1% |
| 30D | +22.0% | +9.9% | +12.1% | +24.6% |
| 3M | -10.7% | +12.9% | -23.7% | -8.3% |
| 6M | +1.8% | +22.9% | -21.1% | -3.8% |
| YTD | -32.2% | +52.4% | -84.6% | -39.6% |
| 1Y | -39.3% | +52.5% | -91.8% | -45.8% |
| All | -39.3% | +53.7% | -93.0% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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