-11.4%
INSM vs ZBH
-5.6%
-5.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.3% |
| 7D | +6.5% | -2.8% | +9.4% | +6.6% |
| 30D | +27.5% | -0.1% | +27.6% | +27.5% |
| 3M | +20.4% | +13.4% | +6.9% | +18.9% |
| 6M | -15.7% | +3.0% | -18.7% | -17.0% |
| YTD | -27.4% | +9.7% | -37.1% | -28.3% |
| 1Y | -11.4% | -5.4% | -6.0% | -9.5% |
| All | -11.4% | -5.6% | -5.8% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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