+345.2%
INSM vs MNDY
-49.8%
+395.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.3% | +1.4% |
| 7D | +2.5% | -4.6% | +7.1% | +3.0% |
| 30D | -2.2% | +1.0% | -3.2% | -2.7% |
| 3M | +33.8% | +9.1% | +24.7% | +30.7% |
| 6M | -7.2% | +14.2% | -21.4% | -10.9% |
| YTD | -25.6% | -41.1% | +15.5% | -21.7% |
| 1Y | -11.2% | -54.7% | +43.5% | -3.2% |
| 3Y | +388.3% | -50.6% | +438.9% | +386.0% |
| 5Y | +376.6% | -76.7% | +453.3% | +363.9% |
| All | +345.2% | -49.8% | +395.0% | +292.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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