-39.5%
INSM vs LDOS
-30.4%
-9.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.8% | +0.9% |
| 7D | +6.2% | -5.8% | +12.0% | +7.9% |
| 30D | +15.4% | +11.6% | +3.8% | +12.3% |
| 3M | -11.4% | -1.0% | -10.4% | -11.0% |
| 6M | +14.6% | +5.1% | +9.5% | +13.1% |
| YTD | -33.3% | -24.0% | -9.2% | -33.6% |
| All | -39.5% | -30.4% | -9.1% | -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