+78.9%
UBER vs INSM
+375.8%
-296.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.4% |
| 7D | -5.4% | +2.5% | -7.9% | -5.7% |
| 30D | -4.9% | -2.2% | -2.7% | -4.8% |
| 3M | +3.0% | +33.8% | -30.8% | -0.7% |
| 6M | -4.4% | -7.2% | +2.8% | -4.9% |
| YTD | -12.3% | -25.6% | +13.4% | -10.8% |
| 1Y | -24.3% | -11.2% | -13.1% | -24.8% |
| 3Y | +46.4% | +388.3% | -341.9% | +16.1% |
| All | +78.9% | +375.8% | -296.9% | +34.7% |
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