-24.3%
INSM vs VRSN
+143.2%
-167.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.3% | -0.4% |
| 7D | +2.8% | -2.1% | +4.9% | +3.3% |
| 30D | -4.7% | -3.9% | -0.8% | -4.0% |
| 3M | +32.6% | -0.1% | +32.8% | +31.9% |
| 6M | -10.9% | +16.4% | -27.3% | -14.7% |
| YTD | -28.2% | +17.2% | -45.5% | -31.6% |
| 1Y | -14.9% | +1.0% | -15.8% | -16.2% |
| 3Y | +375.6% | +39.1% | +336.5% | +331.6% |
| 5Y | +349.1% | +29.0% | +320.1% | +314.5% |
| 10Y | +796.6% | +275.8% | +520.7% | +591.4% |
| All | -24.3% | +143.2% | -167.5% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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