-11.4%
INSM vs PTEN
+135.2%
-146.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.2% |
| 7D | +6.5% | +0.7% | +5.8% | +6.5% |
| 30D | +27.5% | +31.2% | -3.7% | +25.4% |
| 3M | +20.4% | +2.0% | +18.3% | +17.8% |
| 6M | -15.7% | +42.4% | -58.1% | -16.5% |
| YTD | -27.4% | +109.2% | -136.6% | -28.0% |
| 1Y | -11.4% | +122.3% | -133.7% | -13.9% |
| All | -11.4% | +135.2% | -146.6% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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