+371.4%
ASX vs INSM
+388.0%
-16.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.5% | +7.2% | +8.5% |
| 7D | -12.3% | +6.2% | -18.5% | -12.6% |
| 30D | -26.0% | +15.4% | -41.4% | -26.7% |
| 3M | -8.1% | -11.4% | +3.3% | -7.6% |
| 6M | +1.4% | +14.6% | -13.2% | +0.1% |
| YTD | +115.6% | -33.3% | +148.9% | +118.2% |
| 1Y | +128.0% | -38.8% | +166.8% | +131.6% |
| 3Y | +371.4% | +395.7% | -24.3% | +336.5% |
| All | +371.4% | +388.0% | -16.6% | +336.5% |
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 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