-9.3%
HAL vs INSM
+402.9%
-412.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.4% |
| 7D | +2.6% | +8.6% | -5.9% | +2.3% |
| 30D | -0.1% | +22.0% | -22.1% | -0.8% |
| 3M | -1.1% | -10.7% | +9.6% | -0.8% |
| 6M | -20.7% | +1.8% | -22.5% | -21.0% |
| YTD | +17.5% | -32.2% | +49.7% | +18.2% |
| 1Y | +24.1% | -39.3% | +63.4% | +25.2% |
| All | -9.3% | +402.9% | -412.1% | -16.4% |
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 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