-12.5%
INSM vs UPST
-62.0%
+49.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.0% | +7.2% | +3.1% |
| 7D | +1.7% | -8.1% | +9.8% | +1.7% |
| 30D | -4.4% | -14.3% | +9.9% | -4.4% |
| 3M | +30.0% | -16.6% | +46.7% | +30.0% |
| 6M | -10.0% | -7.3% | -2.7% | -10.0% |
| YTD | -26.0% | -40.8% | +14.8% | -27.6% |
| 1Y | -12.5% | -62.4% | +49.9% | -15.1% |
| All | -12.5% | -62.0% | +49.5% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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