+367.9%
INSM vs WU
-51.3%
+419.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.6% |
| 7D | +2.5% | -3.5% | +6.0% | +2.9% |
| 30D | -2.2% | -2.9% | +0.8% | -1.9% |
| 3M | +33.8% | -2.3% | +36.1% | +33.4% |
| 6M | -7.2% | -25.4% | +18.2% | -4.1% |
| YTD | -25.6% | -21.2% | -4.4% | -24.0% |
| 1Y | -11.2% | -8.9% | -2.4% | -11.9% |
| 3Y | +388.3% | -29.0% | +417.3% | +398.0% |
| All | +367.9% | -51.3% | +419.2% | +375.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling