+3,552.3%
ASX vs INSM
-10.2%
+3,562.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -0.7% | +6.5% | -7.3% | -1.1% |
| 30D | +2.0% | +27.5% | -25.6% | 0.0% |
| 3M | -1.3% | +20.4% | -21.7% | -2.9% |
| 6M | +71.4% | -15.7% | +87.2% | +72.1% |
| YTD | +135.3% | -27.4% | +162.8% | +138.2% |
| 1Y | +267.5% | -11.4% | +278.9% | +266.5% |
| 3Y | +388.5% | +457.8% | -69.3% | +318.6% |
| 5Y | +417.1% | +343.0% | +74.1% | +344.7% |
| 10Y | +872.7% | +848.1% | +24.6% | +658.0% |
| All | +3,552.3% | -10.2% | +3,562.5% | +2,220.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling