-39.8%
INSM vs ZBRA
+25.3%
-65.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.9% | +4.4% | +5.3% |
| 7D | +13.4% | -13.6% | +27.0% | +14.6% |
| 30D | +5.9% | -11.5% | +17.4% | +6.8% |
| 3M | +11.4% | -9.9% | +21.3% | +12.0% |
| 6M | -21.4% | +48.6% | -70.0% | -27.5% |
| YTD | -36.8% | +36.9% | -73.7% | -42.2% |
| 1Y | -39.8% | +27.7% | -67.5% | -44.8% |
| All | -39.8% | +25.3% | -65.1% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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