-30.0%
IBIT vs INSM
-37.5%
+7.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.6% | -6.1% | -3.7% |
| 7D | -9.2% | +5.9% | -15.1% | -9.5% |
| 30D | -15.8% | +23.9% | -39.7% | -16.9% |
| 3M | +8.5% | -4.1% | +12.6% | +8.8% |
| 6M | -13.7% | +2.7% | -16.4% | -13.9% |
| YTD | -21.6% | -30.4% | +8.8% | -20.4% |
| 1Y | -30.0% | -36.6% | +6.6% | -28.2% |
| All | -30.0% | -37.5% | +7.5% | -28.2% |
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