-29.4%
NOW vs INSM
-11.6%
-17.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.6% | +1.1% |
| 7D | -6.2% | +2.5% | -8.7% | -6.0% |
| 30D | +6.1% | -2.2% | +8.2% | +6.1% |
| 3M | +28.6% | +33.8% | -5.2% | +30.9% |
| 6M | +14.6% | -7.2% | +21.8% | +15.5% |
| YTD | -13.5% | -25.6% | +12.2% | -11.1% |
| 1Y | -29.4% | -11.2% | -18.1% | -27.5% |
| All | -29.4% | -11.6% | -17.8% | -27.5% |
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