+406.9%
INSM vs TECH
+29.6%
+377.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.6% | +2.6% |
| 7D | +5.9% | +0.1% | +5.8% | +5.9% |
| 30D | +23.9% | +0.5% | +23.4% | +23.8% |
| 3M | -4.1% | +1.1% | -5.2% | -4.2% |
| 6M | +2.7% | +62.8% | -60.1% | -4.0% |
| YTD | -30.4% | +24.5% | -54.8% | -32.9% |
| 1Y | -36.6% | +20.6% | -57.2% | -38.5% |
| 3Y | +406.9% | +29.5% | +377.5% | +342.7% |
| All | +406.9% | +29.6% | +377.3% | +342.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling