+68.2%
INSM vs PLTD
-77.5%
+145.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.5% | +2.8% |
| 7D | +5.9% | -4.8% | +10.7% | +5.5% |
| 30D | +23.9% | +16.9% | +7.0% | +25.4% |
| 3M | -4.1% | +2.6% | -6.7% | -3.8% |
| 6M | +2.7% | -36.2% | +38.9% | -0.5% |
| YTD | -30.4% | -19.4% | -11.0% | -29.9% |
| 1Y | -36.6% | -22.5% | -14.0% | -36.4% |
| All | +68.2% | -77.5% | +145.7% | +39.5% |
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