+388.3%
INSM vs ZBRA
+35.9%
+352.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.2% | +1.4% |
| 7D | +2.5% | -3.4% | +5.9% | +2.9% |
| 30D | -2.2% | -7.4% | +5.2% | -1.2% |
| 3M | +33.8% | +57.5% | -23.7% | +23.1% |
| 6M | -7.2% | +64.0% | -71.1% | -15.2% |
| YTD | -25.6% | +44.3% | -69.9% | -31.1% |
| 1Y | -11.2% | +10.9% | -22.1% | -14.2% |
| 3Y | +388.3% | +37.5% | +350.8% | +324.3% |
| All | +388.3% | +35.9% | +352.4% | +324.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling