-39.8%
INSM vs WEC
+9.7%
-49.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.3% | +3.0% | +4.4% |
| 7D | +13.4% | +6.9% | +6.5% | +11.0% |
| 30D | +5.9% | +16.6% | -10.7% | +2.2% |
| 3M | +11.4% | +9.1% | +2.3% | +8.7% |
| 6M | -21.4% | +3.2% | -24.6% | -22.3% |
| YTD | -36.8% | +14.9% | -51.7% | -35.3% |
| 1Y | -39.8% | +9.2% | -49.0% | -37.7% |
| All | -39.8% | +9.7% | -49.5% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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