+368.8%
INSM vs ONTO
+246.7%
+122.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -0.6% |
| 7D | +0.5% | +6.5% | -6.0% | -0.6% |
| 30D | -4.0% | -15.9% | +11.9% | -1.5% |
| 3M | +38.5% | -0.2% | +38.7% | +34.9% |
| 6M | -11.5% | +38.7% | -50.3% | -19.2% |
| YTD | -26.9% | +70.4% | -97.2% | -36.2% |
| 1Y | -12.8% | +153.6% | -166.4% | -30.3% |
| 3Y | +384.7% | +109.2% | +275.5% | +248.2% |
| 5Y | +368.8% | +249.7% | +119.1% | +149.5% |
| All | +368.8% | +246.7% | +122.1% | +149.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling