-11.2%
INSM vs PTEN
+148.3%
-159.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.7% |
| 7D | +2.5% | +3.5% | -1.0% | +2.2% |
| 30D | -2.2% | +17.5% | -19.7% | -3.3% |
| 3M | +33.8% | +12.7% | +21.1% | +30.6% |
| 6M | -7.2% | +33.1% | -40.3% | -8.4% |
| YTD | -25.6% | +116.4% | -142.1% | -26.7% |
| 1Y | -11.2% | +141.2% | -152.4% | -14.2% |
| All | -11.2% | +148.3% | -159.6% | -14.2% |
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