-39.8%
INSM vs LDOS
-27.6%
-12.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.7% | +4.6% | +5.1% |
| 7D | +13.4% | -2.8% | +16.2% | +14.4% |
| 30D | +5.9% | +13.6% | -7.6% | +2.7% |
| 3M | +11.4% | +4.2% | +7.2% | +9.9% |
| 6M | -21.4% | -8.2% | -13.2% | -21.7% |
| YTD | -36.8% | -24.1% | -12.7% | -36.9% |
| 1Y | -39.8% | -31.2% | -8.6% | -38.5% |
| All | -39.8% | -27.6% | -12.2% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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