+78.8%
INSM vs PLTD
-77.2%
+156.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.8% | +3.2% |
| 7D | +1.7% | -0.9% | +2.6% | +1.7% |
| 30D | -4.4% | +1.3% | -5.7% | -4.3% |
| 3M | +30.0% | -32.9% | +62.9% | +26.4% |
| 6M | -10.0% | -24.9% | +14.9% | -10.7% |
| YTD | -26.0% | -18.2% | -7.7% | -25.5% |
| 1Y | -12.5% | -28.7% | +16.2% | -13.4% |
| All | +78.8% | -77.2% | +156.0% | +48.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling