-11.4%
INSM vs ZM
+21.7%
-33.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.3% | -3.6% | -0.1% |
| 7D | +6.5% | +2.9% | +3.6% | +6.7% |
| 30D | +27.5% | +0.7% | +26.9% | +27.8% |
| 3M | +20.4% | -3.7% | +24.1% | +20.8% |
| 6M | -15.7% | +29.9% | -45.6% | -17.9% |
| YTD | -27.4% | +17.4% | -44.9% | -29.4% |
| 1Y | -11.4% | +22.4% | -33.8% | -14.1% |
| All | -11.4% | +21.7% | -33.1% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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