+8,017.8%
AMD vs INSM
+801.7%
+7,216.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.1% | +7.0% | +6.0% |
| 7D | +10.0% | +2.8% | +7.3% | +9.6% |
| 30D | +4.6% | -4.7% | +9.4% | +5.1% |
| 3M | +3.1% | +32.6% | -29.5% | -1.3% |
| 6M | +162.8% | -10.9% | +173.7% | +162.4% |
| YTD | +136.2% | -28.2% | +164.4% | +142.1% |
| 1Y | +234.0% | -14.9% | +248.9% | +233.2% |
| 3Y | +376.7% | +375.6% | +1.1% | +254.7% |
| 5Y | +376.3% | +349.1% | +27.3% | +248.4% |
| 10Y | +8,017.8% | +796.6% | +7,221.3% | +5,623.8% |
| All | +8,017.8% | +801.7% | +7,216.1% | +5,623.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling