+388.3%
INSM vs SOXQ
+232.9%
+155.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.2% |
| 7D | +2.5% | +0.8% | +1.7% | +2.3% |
| 30D | -2.2% | -4.6% | +2.4% | -1.1% |
| 3M | +33.8% | -10.2% | +44.0% | +36.0% |
| 6M | -7.2% | +49.7% | -56.8% | -18.8% |
| YTD | -25.6% | +67.2% | -92.9% | -37.4% |
| 1Y | -11.2% | +98.0% | -109.2% | -30.1% |
| 3Y | +388.3% | +237.2% | +151.2% | +229.7% |
| All | +388.3% | +232.9% | +155.4% | +229.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling