+76.7%
INSM vs PLTD
-76.7%
+153.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.4% | -1.0% |
| 7D | +0.5% | +9.9% | -9.4% | +1.2% |
| 30D | -4.0% | +3.8% | -7.8% | -3.7% |
| 3M | +38.5% | -32.3% | +70.8% | +34.6% |
| 6M | -11.5% | -25.9% | +14.3% | -12.5% |
| YTD | -26.9% | -16.4% | -10.5% | -26.2% |
| 1Y | -12.8% | -25.2% | +12.4% | -13.2% |
| All | +76.7% | -76.7% | +153.4% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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