+1,461.1%
INSM vs PODD
+736.9%
+724.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.5% | +2.4% | -0.2% |
| 7D | +2.8% | -4.1% | +6.9% | +3.9% |
| 30D | -4.7% | +0.8% | -5.5% | -5.0% |
| 3M | +32.6% | -6.1% | +38.7% | +33.5% |
| 6M | -10.9% | -40.0% | +29.1% | -0.9% |
| YTD | -28.2% | -49.9% | +21.7% | -16.6% |
| 1Y | -14.9% | -59.3% | +44.4% | +3.7% |
| 3Y | +375.6% | -17.2% | +392.8% | +361.0% |
| 5Y | +349.1% | -53.0% | +402.1% | +396.4% |
| 10Y | +796.6% | +226.1% | +570.4% | +526.3% |
| All | +1,461.1% | +736.9% | +724.2% | +679.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling