+3,062.6%
SBUX vs INSM
-19.5%
+3,082.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.1% | -5.1% | -2.1% |
| 7D | -6.3% | +1.7% | -8.0% | -6.3% |
| 30D | -3.9% | -4.4% | +0.6% | -3.7% |
| 3M | +3.3% | +30.0% | -26.8% | +1.8% |
| 6M | +1.4% | -10.0% | +11.4% | +1.3% |
| YTD | +21.0% | -26.0% | +47.0% | +21.8% |
| 1Y | +22.4% | -12.5% | +34.9% | +22.1% |
| 3Y | +13.2% | +390.5% | -377.3% | +1.7% |
| 5Y | -5.2% | +357.7% | -362.9% | -15.4% |
| 10Y | +128.3% | +877.2% | -748.9% | +89.4% |
| All | +3,062.6% | -19.5% | +3,082.1% | +2,290.0% |
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 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