+477.7%
ASX vs INSM
+342.6%
+135.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.1% | +7.2% | +6.2% |
| 7D | +6.3% | +2.8% | +3.5% | +6.0% |
| 30D | +6.4% | -4.7% | +11.2% | +6.8% |
| 3M | +13.1% | +32.6% | -19.5% | +9.6% |
| 6M | +90.3% | -10.9% | +101.2% | +90.1% |
| YTD | +149.6% | -28.2% | +177.9% | +153.9% |
| 1Y | +249.2% | -14.9% | +264.0% | +248.5% |
| 3Y | +445.9% | +375.6% | +70.3% | +360.2% |
| 5Y | +477.7% | +349.1% | +128.6% | +355.4% |
| All | +477.7% | +342.6% | +135.2% | +355.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling