-11.2%
INSM vs HSY
-4.1%
-7.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.7% |
| 7D | +2.5% | +0.1% | +2.4% | +2.5% |
| 30D | -2.2% | -5.2% | +3.0% | -1.7% |
| 3M | +33.8% | -3.4% | +37.2% | +34.2% |
| 6M | -7.2% | -19.2% | +12.0% | -6.8% |
| YTD | -25.6% | -2.6% | -23.0% | -25.1% |
| 1Y | -11.2% | -3.8% | -7.5% | -9.3% |
| All | -11.2% | -4.1% | -7.1% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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