-12.8%
INSM vs WST
+37.8%
-50.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.3% | -1.0% |
| 7D | +0.5% | +0.4% | 0.0% | +0.5% |
| 30D | -4.0% | -2.0% | -2.0% | -4.2% |
| 3M | +38.5% | +4.1% | +34.4% | +39.0% |
| 6M | -11.5% | +47.4% | -58.9% | -9.8% |
| YTD | -26.9% | +25.4% | -52.3% | -26.1% |
| 1Y | -12.8% | +35.3% | -48.1% | -12.3% |
| All | -12.8% | +37.8% | -50.6% | -12.3% |
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