+66.7%
IBIT vs INSM
+350.9%
-284.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.7% | -1.8% |
| 7D | +1.4% | +2.8% | -1.3% | +1.4% |
| 30D | +20.6% | -4.7% | +25.4% | +20.8% |
| 3M | +23.7% | +32.6% | -8.9% | +22.5% |
| 6M | +15.0% | -10.9% | +25.9% | +15.0% |
| YTD | -10.6% | -28.2% | +17.6% | -10.3% |
| 1Y | -30.3% | -14.9% | -15.5% | -30.3% |
| All | +66.7% | +350.9% | -284.2% | +77.9% |
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