+1,988.6%
NOW vs INSM
+3,504.5%
-1,515.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.1% | +3.1% |
| 7D | -5.6% | +9.8% | -15.3% | -6.5% |
| 30D | -26.8% | +22.5% | -49.3% | -28.8% |
| 3M | -19.4% | -8.9% | -10.5% | -19.4% |
| 6M | +12.3% | +16.2% | -3.9% | +8.2% |
| YTD | -32.9% | -30.6% | -2.3% | -32.1% |
| 1Y | -40.3% | -37.7% | -2.6% | -38.9% |
| 3Y | -19.1% | +408.4% | -427.5% | -40.3% |
| 5Y | -24.4% | +279.6% | -304.0% | -43.2% |
| 10Y | +521.8% | +735.6% | -213.8% | +281.7% |
| All | +1,988.6% | +3,504.5% | -1,515.9% | +1,101.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling