-11.2%
INSM vs WPM
+46.6%
-57.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.4% | +1.2% |
| 7D | +2.5% | -0.6% | +3.0% | +2.6% |
| 30D | -2.2% | +14.4% | -16.6% | -5.6% |
| 3M | +33.8% | +37.0% | -3.2% | +23.0% |
| 6M | -7.2% | +4.1% | -11.3% | -10.6% |
| YTD | -25.6% | +31.7% | -57.4% | -31.5% |
| 1Y | -11.2% | +44.2% | -55.4% | -21.5% |
| All | -11.2% | +46.6% | -57.8% | -21.5% |
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