-36.6%
INSM vs WST
+54.9%
-91.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | +2.6% |
| 7D | +5.9% | +4.2% | +1.7% | +5.9% |
| 30D | +23.9% | +11.2% | +12.7% | +24.5% |
| 3M | -4.1% | +20.4% | -24.5% | -3.1% |
| 6M | +2.7% | +37.9% | -35.2% | +4.9% |
| YTD | -30.4% | +51.8% | -82.2% | -29.5% |
| 1Y | -36.6% | +56.6% | -93.2% | -36.5% |
| All | -36.6% | +54.9% | -91.5% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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