+2,653.4%
INSM vs POET
-20.5%
+2,673.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.5% |
| 7D | +2.5% | +0.4% | +2.1% | +2.4% |
| 30D | -2.2% | -10.4% | +8.2% | -1.8% |
| 3M | +33.8% | -29.3% | +63.1% | +35.3% |
| 6M | -7.2% | +6.9% | -14.0% | -10.7% |
| YTD | -25.6% | +25.6% | -51.2% | -29.3% |
| 1Y | -11.2% | +49.2% | -60.4% | -17.3% |
| 3Y | +388.3% | +128.4% | +259.9% | +319.4% |
| 5Y | +376.6% | -4.2% | +380.9% | +317.5% |
| 10Y | +881.9% | +30.3% | +851.5% | +695.7% |
| All | +2,653.4% | -20.5% | +2,673.9% | +2,015.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling