-39.8%
INSM vs WPM
+38.8%
-78.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +12.0% | -6.7% | +2.5% |
| 7D | +13.4% | +3.9% | +9.5% | +12.1% |
| 30D | +5.9% | -3.5% | +9.4% | +6.5% |
| 3M | +11.4% | +14.1% | -2.7% | +6.7% |
| 6M | -21.4% | +6.2% | -27.7% | -23.4% |
| YTD | -36.8% | +12.4% | -49.2% | -41.4% |
| 1Y | -39.8% | +40.0% | -79.8% | -48.1% |
| All | -39.8% | +38.8% | -78.6% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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