+388.3%
INSM vs NUE
+61.7%
+326.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.5% |
| 7D | +2.5% | -0.6% | +3.1% | +2.5% |
| 30D | -2.2% | -4.6% | +2.4% | -1.8% |
| 3M | +33.8% | -0.3% | +34.1% | +33.7% |
| 6M | -7.2% | +51.9% | -59.1% | -9.9% |
| YTD | -25.6% | +60.0% | -85.6% | -28.3% |
| 1Y | -11.2% | +82.9% | -94.1% | -15.3% |
| 3Y | +388.3% | +66.0% | +322.4% | +326.8% |
| All | +388.3% | +61.7% | +326.7% | +326.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 3y: compounded portfolio wealth divided by compounded NUE 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…
3y analysis · Full analysis span regression · 6 months rolling