-11.2%
INSM vs ZBRA
+14.4%
-25.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.2% | +1.6% |
| 7D | +2.5% | -3.4% | +5.9% | +2.6% |
| 30D | -2.2% | -7.4% | +5.2% | -1.8% |
| 3M | +33.8% | +57.5% | -23.7% | +27.4% |
| 6M | -7.2% | +64.0% | -71.1% | -12.0% |
| YTD | -25.6% | +44.3% | -69.9% | -29.8% |
| 1Y | -11.2% | +10.9% | -22.1% | -15.7% |
| All | -11.2% | +14.4% | -25.7% | -15.7% |
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