+386.0%
INSM vs A
+29.6%
+356.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.6% | +3.4% |
| 7D | +1.7% | -4.4% | +6.1% | +2.7% |
| 30D | -4.4% | -2.7% | -1.7% | -3.9% |
| 3M | +30.0% | +7.0% | +23.0% | +28.0% |
| 6M | -10.0% | +24.6% | -34.6% | -14.5% |
| YTD | -26.0% | +7.0% | -33.0% | -27.3% |
| 1Y | -12.5% | +15.6% | -28.1% | -15.9% |
| All | +386.0% | +29.6% | +356.5% | +303.2% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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