+622.2%
INSM vs ONTO
+696.1%
-73.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +0.6% |
| 7D | +2.5% | +4.9% | -2.5% | +1.3% |
| 30D | -2.2% | -16.6% | +14.5% | +1.6% |
| 3M | +33.8% | -7.3% | +41.1% | +31.7% |
| 6M | -7.2% | +45.9% | -53.1% | -19.3% |
| YTD | -25.6% | +78.2% | -103.8% | -39.2% |
| 1Y | -11.2% | +159.8% | -171.1% | -35.4% |
| 3Y | +388.3% | +123.4% | +264.9% | +213.9% |
| 5Y | +376.6% | +265.8% | +110.9% | +131.3% |
| All | +622.2% | +696.1% | -73.9% | +136.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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