-24.3%
INSM vs HSY
+1,124.8%
-1,149.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | +2.8% | -1.6% | +4.3% | +3.2% |
| 30D | -4.7% | -4.2% | -0.5% | -3.8% |
| 3M | +32.6% | -0.7% | +33.3% | +32.6% |
| 6M | -10.9% | -21.8% | +10.9% | -5.8% |
| YTD | -28.2% | -2.7% | -25.6% | -28.4% |
| 1Y | -14.9% | -4.8% | -10.0% | -14.7% |
| 3Y | +375.6% | -9.4% | +385.0% | +373.8% |
| 5Y | +349.1% | +11.3% | +337.8% | +319.6% |
| 10Y | +796.6% | +125.0% | +671.5% | +592.1% |
| All | -24.3% | +1,124.8% | -1,149.1% | -53.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling