+350.4%
STX vs INSM
-14.1%
+364.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.5% | -2.6% |
| 7D | +8.0% | +0.5% | +7.5% | +7.9% |
| 30D | +5.1% | -4.0% | +9.1% | +5.3% |
| 3M | +5.8% | +38.5% | -32.8% | +2.5% |
| 6M | +124.9% | -11.5% | +136.5% | +124.5% |
| YTD | +213.9% | -26.9% | +240.8% | +212.9% |
| 1Y | +350.4% | -12.8% | +363.2% | +340.4% |
| All | +350.4% | -14.1% | +364.5% | +340.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling