-39.3%
NFLX vs INSM
-40.6%
+1.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.3% | -0.6% | +4.6% |
| 7D | +7.1% | +13.4% | -6.3% | +6.9% |
| 30D | -1.6% | +5.9% | -7.6% | -1.8% |
| 3M | -9.8% | +11.4% | -21.2% | -10.0% |
| 6M | -27.1% | -21.4% | -5.6% | -26.4% |
| YTD | -29.2% | -36.8% | +7.6% | -27.6% |
| 1Y | -39.3% | -39.8% | +0.6% | -38.8% |
| All | -39.3% | -40.6% | +1.4% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INSM.
Daily Out/Under-Performance
Portfolio return minus INSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INSM 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 INSM 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