+833.7%
INSM vs PAYC
+358.9%
+474.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.3% | +1.2% |
| 7D | +2.5% | -5.5% | +8.0% | +4.5% |
| 30D | -2.2% | +3.8% | -6.0% | -3.8% |
| 3M | +33.8% | +65.8% | -32.0% | +12.2% |
| 6M | -7.2% | +68.7% | -75.9% | -24.3% |
| YTD | -25.6% | +38.3% | -64.0% | -35.6% |
| 1Y | -11.2% | -2.4% | -8.9% | -13.1% |
| 3Y | +388.3% | -21.5% | +409.9% | +374.6% |
| 5Y | +376.6% | -52.7% | +429.4% | +459.3% |
| All | +833.7% | +358.9% | +474.8% | +366.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling