+380.3%
INSM vs WU
-29.2%
+409.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.2% |
| 7D | +0.5% | -5.0% | +5.4% | +0.7% |
| 30D | -4.0% | -2.3% | -1.7% | -4.0% |
| 3M | +38.5% | -3.2% | +41.8% | +38.5% |
| 6M | -11.5% | -25.0% | +13.5% | -10.6% |
| YTD | -26.9% | -21.7% | -5.2% | -26.3% |
| 1Y | -12.8% | -9.0% | -3.8% | -13.7% |
| All | +380.3% | -29.2% | +409.5% | +360.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling