-11.4%
INSM vs WCC
+61.8%
-73.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.2% | -1.3% |
| 7D | +6.5% | +4.5% | +2.1% | +5.3% |
| 30D | +27.5% | -5.8% | +33.3% | +29.3% |
| 3M | +20.4% | -3.7% | +24.0% | +21.3% |
| 6M | -15.7% | +23.1% | -38.8% | -21.9% |
| YTD | -27.4% | +44.2% | -71.6% | -38.0% |
| 1Y | -11.4% | +62.1% | -73.5% | -28.3% |
| All | -11.4% | +61.8% | -73.2% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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