+380.3%
INSM vs ONTO
+106.2%
+274.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -0.9% |
| 7D | +0.5% | +6.5% | -6.0% | -0.1% |
| 30D | -4.0% | -15.9% | +11.9% | -2.7% |
| 3M | +38.5% | -0.2% | +38.7% | +36.7% |
| 6M | -11.5% | +38.7% | -50.3% | -15.1% |
| YTD | -26.9% | +70.4% | -97.2% | -31.2% |
| 1Y | -12.8% | +153.6% | -166.4% | -21.2% |
| All | +380.3% | +106.2% | +274.1% | +319.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling