-11.4%
INSM vs SOXQ
+111.3%
-122.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.4% | -3.7% | -0.8% |
| 7D | +6.5% | +2.3% | +4.2% | +6.2% |
| 30D | +27.5% | -2.3% | +29.8% | +27.8% |
| 3M | +20.4% | -13.8% | +34.1% | +22.0% |
| 6M | -15.7% | +48.6% | -64.4% | -19.4% |
| YTD | -27.4% | +66.0% | -93.4% | -31.2% |
| 1Y | -11.4% | +107.9% | -119.3% | -25.3% |
| All | -11.4% | +111.3% | -122.7% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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