-11.2%
INSM vs TECH
+42.2%
-53.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +2.5% | -0.4% | +2.9% | +2.5% |
| 30D | -2.2% | 0.0% | -2.1% | -2.2% |
| 3M | +33.8% | +33.7% | +0.1% | +33.8% |
| 6M | -7.2% | +34.9% | -42.1% | -5.8% |
| YTD | -25.6% | +23.2% | -48.8% | -24.6% |
| 1Y | -11.2% | +36.3% | -47.5% | -13.3% |
| All | -11.2% | +42.2% | -53.4% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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