+389.4%
INSM vs ACI
+17.4%
+372.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.1% |
| 7D | +0.5% | -7.1% | +7.5% | +1.0% |
| 30D | -4.0% | -4.5% | +0.5% | -3.7% |
| 3M | +38.5% | -22.3% | +60.8% | +40.3% |
| 6M | -11.5% | -28.4% | +16.9% | -10.0% |
| YTD | -26.9% | -29.5% | +2.6% | -25.6% |
| 1Y | -12.8% | -34.2% | +21.5% | -10.7% |
| 3Y | +384.7% | -45.7% | +430.4% | +402.4% |
| 5Y | +368.8% | -40.8% | +409.6% | +380.8% |
| All | +389.4% | +17.4% | +372.0% | +418.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling