+833.7%
INSM vs LULU
+53.6%
+780.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.5% | +1.0% |
| 7D | +2.5% | -1.6% | +4.1% | +2.9% |
| 30D | -2.2% | -18.1% | +15.9% | +3.2% |
| 3M | +33.8% | -18.8% | +52.6% | +40.8% |
| 6M | -7.2% | -39.2% | +32.0% | +6.4% |
| YTD | -25.6% | -52.4% | +26.7% | -8.2% |
| 1Y | -11.2% | -40.3% | +29.1% | +0.2% |
| 3Y | +388.3% | -75.1% | +463.4% | +596.1% |
| 5Y | +376.6% | -76.7% | +453.4% | +570.3% |
| All | +833.7% | +53.6% | +780.1% | +672.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 10y: compounded portfolio wealth divided by compounded LULU 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…
10y analysis · Full analysis span regression · 6 months rolling