+71.0%
UBER vs INSM
+354.0%
-283.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.1% | -5.9% | -3.3% |
| 7D | -7.0% | +1.7% | -8.7% | -7.3% |
| 30D | -8.9% | -4.4% | -4.5% | -8.4% |
| 3M | +1.0% | +30.0% | -29.1% | -4.3% |
| 6M | -3.7% | -10.0% | +6.3% | -4.1% |
| YTD | -13.0% | -26.0% | +13.0% | -10.7% |
| 1Y | -25.5% | -12.5% | -13.0% | -26.2% |
| 3Y | +50.5% | +390.5% | -340.0% | -1.2% |
| 5Y | +76.2% | +357.7% | -281.6% | +11.7% |
| All | +71.0% | +354.0% | -283.0% | -3.5% |
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