+131.1%
ADI vs INSM
+352.6%
-221.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.1% | -1.0% |
| 7D | +1.3% | +0.5% | +0.9% | +1.3% |
| 30D | -6.0% | -4.0% | -2.0% | -5.7% |
| 3M | -7.7% | +38.5% | -46.2% | -10.4% |
| 6M | +14.0% | -11.5% | +25.5% | +14.0% |
| YTD | +34.4% | -26.9% | +61.3% | +36.2% |
| 1Y | +48.0% | -12.8% | +60.7% | +47.4% |
| 3Y | +113.3% | +384.7% | -271.4% | +83.7% |
| 5Y | +131.1% | +368.8% | -237.7% | +87.5% |
| All | +131.1% | +352.6% | -221.5% | +87.5% |
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 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