-11.4%
INSM vs WPM
+53.7%
-65.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | -0.1% |
| 7D | +6.5% | +1.1% | +5.5% | +6.2% |
| 30D | +27.5% | +26.4% | +1.2% | +20.2% |
| 3M | +20.4% | +20.8% | -0.5% | +14.1% |
| 6M | -15.7% | +1.1% | -16.9% | -18.7% |
| YTD | -27.4% | +32.5% | -59.9% | -33.2% |
| 1Y | -11.4% | +51.5% | -62.9% | -21.3% |
| All | -11.4% | +53.7% | -65.1% | -21.3% |
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