+380.3%
INSM vs HSY
-8.8%
+389.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.2% |
| 7D | +0.5% | -0.4% | +0.9% | +0.5% |
| 30D | -4.0% | -3.4% | -0.5% | -3.8% |
| 3M | +38.5% | -0.5% | +39.0% | +38.6% |
| 6M | -11.5% | -19.1% | +7.6% | -11.1% |
| YTD | -26.9% | -2.1% | -24.8% | -26.7% |
| 1Y | -12.8% | -3.2% | -9.5% | -12.5% |
| All | +380.3% | -8.8% | +389.1% | +334.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling