+20.6%
NXPI vs INSM
+375.8%
-355.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.7% | +2.8% | +4.3% |
| 7D | +3.9% | +2.5% | +1.4% | +3.6% |
| 30D | +1.4% | -2.2% | +3.5% | +1.5% |
| 3M | -21.5% | +33.8% | -55.3% | -24.1% |
| 6M | +19.4% | -7.2% | +26.6% | +18.9% |
| YTD | +9.9% | -25.6% | +35.6% | +11.7% |
| 1Y | +7.9% | -11.2% | +19.1% | +7.2% |
| 3Y | +22.7% | +388.3% | -365.7% | +1.6% |
| All | +20.6% | +375.8% | -355.2% | -6.1% |
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