-24.3%
INSM vs TECH
+767.9%
-792.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | +2.8% | +0.2% | +2.6% | +2.7% |
| 30D | -4.7% | +0.1% | -4.9% | -4.8% |
| 3M | +32.6% | +37.5% | -4.9% | +18.4% |
| 6M | -10.9% | +34.6% | -45.5% | -21.8% |
| YTD | -28.2% | +23.5% | -51.7% | -35.6% |
| 1Y | -14.9% | +34.4% | -49.2% | -26.5% |
| 3Y | +375.6% | +2.3% | +373.3% | +331.2% |
| 5Y | +349.1% | -41.7% | +390.8% | +390.6% |
| 10Y | +796.6% | +177.6% | +618.9% | +510.9% |
| All | -24.3% | +767.9% | -792.2% | -67.4% |
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