-63.0%
PINS vs INSM
+342.6%
-405.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.1% |
| 7D | -5.2% | +2.8% | -8.0% | -5.5% |
| 30D | -14.9% | -4.7% | -10.2% | -14.6% |
| 3M | -8.4% | +32.6% | -41.0% | -12.2% |
| 6M | +0.6% | -10.9% | +11.5% | +0.4% |
| YTD | -22.2% | -28.2% | +6.0% | -20.3% |
| 1Y | -46.9% | -14.9% | -32.1% | -47.3% |
| 3Y | -26.9% | +375.6% | -402.5% | -45.5% |
| 5Y | -63.0% | +349.1% | -412.1% | -75.0% |
| All | -63.0% | +342.6% | -405.5% | -75.0% |
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