-39.8%
INSM vs WU
-18.0%
-21.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +5.4% | -0.1% | +5.4% |
| 7D | +13.4% | +8.2% | +5.2% | +13.6% |
| 30D | +5.9% | +8.0% | -2.1% | +6.1% |
| 3M | +11.4% | -6.6% | +18.0% | +10.8% |
| 6M | -21.4% | -23.3% | +1.8% | -24.2% |
| YTD | -36.8% | -22.4% | -14.4% | -38.7% |
| 1Y | -39.8% | -18.0% | -21.8% | -40.7% |
| All | -39.8% | -18.0% | -21.8% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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