-26.9%
PINS vs INSM
+367.2%
-394.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.2% |
| 7D | -5.2% | +2.8% | -8.0% | -5.3% |
| 30D | -14.9% | -4.7% | -10.2% | -14.8% |
| 3M | -8.4% | +32.6% | -41.0% | -9.6% |
| 6M | +0.6% | -10.9% | +11.5% | +0.7% |
| YTD | -22.2% | -28.2% | +6.0% | -21.5% |
| 1Y | -46.9% | -14.9% | -32.1% | -47.0% |
| 3Y | -26.9% | +375.6% | -402.5% | -32.6% |
| All | -26.9% | +367.2% | -394.1% | -32.6% |
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 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