-11.4%
INSM vs WSM
+19.9%
-31.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.6% |
| 7D | +6.5% | -3.3% | +9.8% | +7.1% |
| 30D | +27.5% | -8.4% | +35.9% | +29.3% |
| 3M | +20.4% | +9.7% | +10.7% | +17.5% |
| 6M | -15.7% | +16.7% | -32.4% | -19.3% |
| YTD | -27.4% | +28.7% | -56.1% | -30.4% |
| 1Y | -11.4% | +13.7% | -25.1% | -15.2% |
| All | -11.4% | +19.9% | -31.3% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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