-12.7%
INSM vs PLTU
-36.4%
+23.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.4% | +3.2% | -1.2% |
| 7D | +0.5% | -17.7% | +18.2% | +0.4% |
| 30D | -4.0% | -12.5% | +8.5% | -4.0% |
| 3M | +38.5% | +39.5% | -1.0% | +37.8% |
| 6M | -11.5% | -7.0% | -4.5% | -10.9% |
| YTD | -26.9% | -38.1% | +11.2% | -26.2% |
| All | -12.7% | -36.4% | +23.7% | -12.3% |
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