-39.8%
INSM vs PLTU
-47.9%
+8.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.5% | +9.8% | +5.3% |
| 7D | +13.4% | -24.5% | +37.9% | +13.3% |
| 30D | +5.9% | -20.2% | +26.1% | +5.8% |
| 3M | +11.4% | +3.1% | +8.3% | +11.4% |
| 6M | -21.4% | +8.7% | -30.2% | -21.1% |
| YTD | -36.8% | -36.2% | -0.5% | -36.3% |
| 1Y | -39.8% | -47.1% | +7.3% | -38.4% |
| All | -39.8% | -47.9% | +8.1% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 1y: compounded portfolio wealth divided by compounded PLTU 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…
1y analysis · Full analysis span regression · 6 months rolling