+445.9%
ASX vs INSM
+367.2%
+78.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.1% | +7.2% | +6.1% |
| 7D | +6.3% | +2.8% | +3.5% | +6.1% |
| 30D | +6.4% | -4.7% | +11.2% | +6.7% |
| 3M | +13.1% | +32.6% | -19.5% | +10.9% |
| 6M | +90.3% | -10.9% | +101.2% | +90.0% |
| YTD | +149.6% | -28.2% | +177.9% | +151.9% |
| 1Y | +249.2% | -14.9% | +264.0% | +248.4% |
| 3Y | +445.9% | +375.6% | +70.3% | +416.1% |
| All | +445.9% | +367.2% | +78.7% | +416.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling