-39.8%
INSM vs PAYC
+46.2%
-86.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.0% | +3.4% | +5.0% |
| 7D | +13.4% | +2.0% | +11.4% | +13.1% |
| 30D | +5.9% | +18.8% | -12.8% | +3.0% |
| 3M | +11.4% | +53.2% | -41.8% | +2.9% |
| 6M | -21.4% | +103.7% | -125.1% | -19.5% |
| YTD | -36.8% | +69.5% | -106.3% | -34.4% |
| 1Y | -39.8% | +48.8% | -88.6% | -36.4% |
| All | -39.8% | +46.2% | -86.0% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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