-26.6%
INSM vs TECH
+774.7%
-801.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +23.7% |
| 3M | -4.1% | +1.1% | -5.2% | -4.4% |
| 6M | +2.7% | +62.8% | -60.1% | -13.3% |
| YTD | -30.4% | +24.5% | -54.8% | -37.7% |
| 1Y | -36.6% | +20.6% | -57.2% | -42.7% |
| 3Y | +406.9% | +29.5% | +377.5% | +323.7% |
| 5Y | +280.3% | -40.9% | +321.2% | +315.4% |
| 10Y | +738.5% | +189.5% | +549.0% | +463.9% |
| All | -26.6% | +774.7% | -801.3% | -68.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling