-39.2%
OPEN vs INSM
+402.9%
-442.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.2% | -7.3% | -9.3% |
| 7D | -31.0% | +8.6% | -39.6% | -31.7% |
| 30D | -41.5% | +22.0% | -63.5% | -42.8% |
| 3M | -64.6% | -10.7% | -53.9% | -64.3% |
| 6M | -73.8% | +1.8% | -75.6% | -74.1% |
| YTD | -78.8% | -32.2% | -46.7% | -78.2% |
| 1Y | -86.8% | -39.3% | -47.6% | -86.3% |
| All | -39.2% | +402.9% | -442.0% | -44.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling