-18.7%
OPEN vs INSM
+390.5%
-409.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.1% | -5.4% | -2.6% |
| 7D | -2.9% | +1.7% | -4.6% | -3.1% |
| 30D | -13.8% | -4.4% | -9.4% | -13.5% |
| 3M | -30.9% | +30.0% | -60.9% | -33.4% |
| 6M | -40.9% | -10.0% | -30.9% | -41.0% |
| YTD | -48.5% | -26.0% | -22.5% | -47.3% |
| 1Y | -50.9% | -12.5% | -38.4% | -51.0% |
| All | -18.7% | +390.5% | -409.2% | -25.2% |
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