+8,077.9%
AMD vs INSM
+762.7%
+7,315.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +4.4% | +10.3% | +14.2% |
| 7D | +6.5% | +14.4% | -7.9% | +4.8% |
| 30D | -15.3% | +18.8% | -34.1% | -17.2% |
| 3M | +9.7% | -11.3% | +21.0% | +11.1% |
| 6M | +13.2% | +17.9% | -4.7% | +9.7% |
| YTD | +140.6% | -31.3% | +171.9% | +147.7% |
| 1Y | +111.2% | -37.7% | +148.9% | +119.6% |
| 3Y | +334.4% | +403.1% | -68.7% | +219.5% |
| 5Y | +268.3% | +279.3% | -11.0% | +175.2% |
| 10Y | +8,077.9% | +740.9% | +7,337.0% | +5,845.1% |
| All | +8,077.9% | +762.7% | +7,315.2% | +5,845.1% |
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