-22.9%
INSM vs ZBRA
+1,510.5%
-1,533.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.1% |
| 7D | +0.5% | -3.8% | +4.2% | +1.6% |
| 30D | -4.0% | -10.2% | +6.2% | -1.0% |
| 3M | +38.5% | +58.7% | -20.2% | +18.1% |
| 6M | -11.5% | +61.9% | -73.4% | -25.3% |
| YTD | -26.9% | +41.7% | -68.5% | -36.3% |
| 1Y | -12.8% | +12.4% | -25.1% | -19.2% |
| 3Y | +384.7% | +34.2% | +350.5% | +306.4% |
| 5Y | +368.8% | -40.8% | +409.6% | +394.2% |
| 10Y | +865.7% | +420.3% | +445.4% | +422.5% |
| All | -22.9% | +1,510.5% | -1,533.3% | -71.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling