-39.8%
INSM vs POET
-21.9%
-17.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.1% | +9.4% | +5.4% |
| 7D | +13.4% | -16.4% | +29.9% | +13.9% |
| 30D | +5.9% | -37.5% | +43.5% | +7.1% |
| 3M | +11.4% | -43.1% | +54.4% | +12.7% |
| 6M | -21.4% | -31.4% | +9.9% | -19.5% |
| YTD | -36.8% | -22.9% | -13.9% | -37.2% |
| 1Y | -39.8% | -18.0% | -21.8% | -40.4% |
| All | -39.8% | -21.9% | -17.9% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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