+388.3%
INSM vs POET
+120.8%
+267.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.4% |
| 7D | +2.5% | +0.4% | +2.1% | +2.4% |
| 30D | -2.2% | -10.4% | +8.2% | -1.7% |
| 3M | +33.8% | -29.3% | +63.1% | +35.3% |
| 6M | -7.2% | +6.9% | -14.0% | -11.4% |
| YTD | -25.6% | +25.6% | -51.2% | -30.2% |
| 1Y | -11.2% | +49.2% | -60.4% | -19.2% |
| 3Y | +388.3% | +128.4% | +259.9% | +289.3% |
| All | +388.3% | +120.8% | +267.5% | +289.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling