-81.1%
PATH vs INSM
+237.4%
-318.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.1% | -2.6% | -3.6% |
| 7D | -5.6% | -2.5% | -3.1% | -5.3% |
| 30D | -0.7% | +3.4% | -4.0% | -1.3% |
| 3M | -5.9% | +9.8% | -15.7% | -8.1% |
| 6M | +21.6% | -22.0% | +43.6% | +23.0% |
| YTD | -20.6% | -37.5% | +16.9% | -17.4% |
| 1Y | -10.6% | -41.8% | +31.2% | -6.3% |
| 3Y | -24.9% | +337.7% | -362.6% | -47.5% |
| 5Y | -76.8% | +225.3% | -302.2% | -83.6% |
| All | -81.1% | +237.4% | -318.6% | -86.1% |
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 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