-37.7%
INSM vs PLUG
-53.4%
+15.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -9.0% | +11.9% | +3.6% |
| 7D | +14.4% | -3.2% | +17.6% | +14.6% |
| 30D | +18.8% | -18.7% | +37.5% | +20.3% |
| 3M | -11.3% | -35.3% | +24.0% | -9.0% |
| 6M | +17.9% | -56.2% | +74.1% | +24.7% |
| YTD | -31.3% | -30.7% | -0.6% | -27.7% |
| 1Y | -37.7% | -46.7% | +8.9% | -35.8% |
| All | -37.7% | -53.4% | +15.7% | -35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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