+63.3%
INSM vs PLTU
+121.9%
-58.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.2% | +6.8% | +2.8% |
| 7D | +5.9% | +9.0% | -3.1% | +5.5% |
| 30D | +23.9% | -33.0% | +56.9% | +25.4% |
| 3M | -4.1% | -19.0% | +14.9% | -3.8% |
| 6M | +2.7% | +30.4% | -27.7% | -0.6% |
| YTD | -30.4% | -40.2% | +9.8% | -30.1% |
| 1Y | -36.6% | -37.8% | +1.2% | -36.7% |
| All | +63.3% | +121.9% | -58.6% | +34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling