+2.6%
NOW vs INSM
+342.6%
-339.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.1% | -3.9% | -4.9% |
| 7D | -6.1% | +2.8% | -8.9% | -6.3% |
| 30D | +7.5% | -4.7% | +12.2% | +7.8% |
| 3M | +17.5% | +32.6% | -15.1% | +14.4% |
| 6M | +7.9% | -10.9% | +18.8% | +7.7% |
| YTD | -12.4% | -28.2% | +15.9% | -11.0% |
| 1Y | -28.6% | -14.9% | -13.7% | -28.7% |
| 3Y | +11.8% | +375.6% | -363.8% | -7.4% |
| 5Y | +2.6% | +349.1% | -346.4% | -19.4% |
| All | +2.6% | +342.6% | -339.9% | -19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling