-11.4%
INSM vs POET
+56.2%
-67.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.0% | -8.4% | -0.5% |
| 7D | +6.5% | +5.6% | +0.9% | +6.4% |
| 30D | +27.5% | -2.1% | +29.6% | +27.5% |
| 3M | +20.4% | -48.8% | +69.2% | +21.0% |
| 6M | -15.7% | +15.8% | -31.5% | -15.8% |
| YTD | -27.4% | +25.1% | -52.6% | -27.6% |
| 1Y | -11.4% | +50.6% | -62.0% | -13.4% |
| All | -11.4% | +56.2% | -67.6% | -13.4% |
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