+106.2%
AMT vs INSM
+884.9%
-778.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +2.7% |
| 7D | +1.1% | +2.5% | -1.3% | +1.0% |
| 30D | +4.4% | -2.2% | +6.5% | +4.4% |
| 3M | -5.2% | +33.8% | -39.0% | -6.7% |
| 6M | -0.8% | -7.2% | +6.3% | -1.1% |
| YTD | +3.3% | -25.6% | +28.9% | +4.0% |
| 1Y | -6.0% | -11.2% | +5.2% | -6.3% |
| 3Y | +9.6% | +388.3% | -378.7% | -1.9% |
| 5Y | -29.2% | +376.6% | -405.9% | -37.5% |
| All | +106.2% | +884.9% | -778.7% | +77.7% |
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 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