+1,988.6%
NOW vs INSM
+3,365.7%
-1,377.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.6% |
| 7D | -3.1% | +6.2% | -9.3% | -3.7% |
| 30D | -27.0% | +15.4% | -42.5% | -28.7% |
| 3M | -17.7% | -11.4% | -6.3% | -17.4% |
| 6M | +12.7% | +14.6% | -1.9% | +8.7% |
| YTD | -32.9% | -33.3% | +0.4% | -31.8% |
| 1Y | -40.4% | -38.8% | -1.6% | -38.9% |
| 3Y | -17.1% | +395.7% | -412.8% | -38.8% |
| 5Y | -25.7% | +258.9% | -284.6% | -43.9% |
| 10Y | +504.6% | +754.3% | -249.7% | +268.9% |
| All | +1,988.6% | +3,365.7% | -1,377.1% | +1,106.6% |
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