+368.8%
INSM vs ACI
-44.6%
+413.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.1% |
| 7D | +0.5% | -7.1% | +7.5% | +1.2% |
| 30D | -4.0% | -4.5% | +0.5% | -3.6% |
| 3M | +38.5% | -22.3% | +60.8% | +41.3% |
| 6M | -11.5% | -28.4% | +16.9% | -9.1% |
| YTD | -26.9% | -29.5% | +2.6% | -24.8% |
| 1Y | -12.8% | -34.2% | +21.5% | -9.5% |
| 3Y | +384.7% | -45.7% | +430.4% | +415.0% |
| 5Y | +368.8% | -40.8% | +409.6% | +396.0% |
| All | +368.8% | -44.6% | +413.4% | +396.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling