-37.7%
INSM vs ACWI
+12.3%
-50.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +3.2% |
| 7D | +14.4% | -0.2% | +14.6% | +14.4% |
| 30D | +18.8% | -3.3% | +22.1% | +21.2% |
| 3M | -11.3% | -3.4% | -7.9% | -9.5% |
| 6M | +17.9% | +0.8% | +17.1% | +16.6% |
| YTD | -31.3% | +10.7% | -42.0% | -36.4% |
| 1Y | -37.7% | +11.6% | -49.3% | -41.6% |
| All | -37.7% | +12.3% | -50.1% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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