-11.2%
INSM vs ONTO
+162.0%
-173.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.3% |
| 7D | +2.5% | +4.9% | -2.5% | +2.0% |
| 30D | -2.2% | -16.6% | +14.5% | -0.8% |
| 3M | +33.8% | -7.3% | +41.1% | +32.8% |
| 6M | -7.2% | +45.9% | -53.1% | -12.2% |
| YTD | -25.6% | +78.2% | -103.8% | -30.9% |
| 1Y | -11.2% | +159.8% | -171.1% | -21.2% |
| All | -11.2% | +162.0% | -173.2% | -21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling