-15.2%
INSM vs ACWI
+21.6%
-36.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.8% |
| 7D | +2.8% | +1.1% | +1.7% | +2.1% |
| 30D | -4.7% | -0.2% | -4.5% | -4.7% |
| 3M | +32.6% | +4.7% | +27.9% | +27.8% |
| 6M | -10.9% | +14.5% | -25.3% | -18.5% |
| YTD | -28.2% | +14.6% | -42.9% | -34.0% |
| All | -15.2% | +21.6% | -36.7% | -25.9% |
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