+59.2%
TQQQ vs INSM
-11.6%
+70.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.5% |
| 7D | +0.7% | +6.5% | -5.8% | +0.3% |
| 30D | -0.6% | +27.5% | -28.2% | -2.8% |
| 3M | -14.9% | +20.4% | -35.3% | -16.1% |
| 6M | +44.6% | -15.7% | +60.3% | +45.0% |
| YTD | +37.8% | -27.4% | +65.3% | +38.2% |
| 1Y | +59.2% | -11.4% | +70.6% | +55.2% |
| All | +59.2% | -11.6% | +70.8% | +55.2% |
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