+367.9%
INSM vs PTEN
+87.9%
+280.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.7% |
| 7D | +2.5% | +3.5% | -1.0% | +1.9% |
| 30D | -2.2% | +17.5% | -19.7% | -4.8% |
| 3M | +33.8% | +12.7% | +21.1% | +30.4% |
| 6M | -7.2% | +33.1% | -40.3% | -12.6% |
| YTD | -25.6% | +116.4% | -142.1% | -35.9% |
| 1Y | -11.2% | +141.2% | -152.4% | -25.5% |
| 3Y | +388.3% | -3.8% | +392.1% | +365.6% |
| All | +367.9% | +87.9% | +280.0% | +281.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling