+62.8%
HAL vs INSM
-14.1%
+76.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.8% |
| 7D | -3.3% | +0.5% | -3.7% | -3.3% |
| 30D | +7.2% | -4.0% | +11.2% | +7.4% |
| 3M | -8.8% | +38.5% | -47.3% | -10.4% |
| 6M | +3.0% | -11.5% | +14.5% | +2.0% |
| YTD | +29.4% | -26.9% | +56.3% | +27.0% |
| 1Y | +62.8% | -12.8% | +75.6% | +66.0% |
| All | +62.8% | -14.1% | +76.9% | +66.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling