+924.7%
INSM vs PAYC
+1,137.5%
-212.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.8% | +3.7% |
| 7D | +1.7% | -8.7% | +10.5% | +4.7% |
| 30D | -4.4% | +1.2% | -5.6% | -5.1% |
| 3M | +30.0% | +58.6% | -28.6% | +11.7% |
| 6M | -10.0% | +56.6% | -66.6% | -23.9% |
| YTD | -26.0% | +36.2% | -62.2% | -35.1% |
| 1Y | -12.5% | -2.2% | -10.3% | -14.6% |
| 3Y | +390.5% | -22.3% | +412.8% | +376.5% |
| 5Y | +357.7% | -53.9% | +411.6% | +427.1% |
| 10Y | +877.2% | +347.5% | +529.7% | +425.7% |
| All | +924.7% | +1,137.5% | -212.8% | +361.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling