+367.9%
INSM vs PODD
-55.4%
+423.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.7% | +2.2% |
| 7D | +2.5% | -10.5% | +13.0% | +5.3% |
| 30D | -2.2% | -9.0% | +6.9% | 0.0% |
| 3M | +33.8% | -11.5% | +45.3% | +36.2% |
| 6M | -7.2% | -44.7% | +37.6% | +6.2% |
| YTD | -25.6% | -53.6% | +27.9% | -10.9% |
| 1Y | -11.2% | -61.0% | +49.7% | +11.2% |
| 3Y | +388.3% | -24.7% | +413.0% | +365.6% |
| All | +367.9% | -55.4% | +423.3% | +449.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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