+375.0%
INSM vs ACWI
+78.9%
+296.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +6.5% | +0.5% | +6.0% | +6.1% |
| 30D | +27.5% | +0.9% | +26.7% | +26.6% |
| 3M | +20.4% | +2.4% | +18.0% | +18.0% |
| 6M | -15.7% | +12.4% | -28.1% | -23.2% |
| YTD | -27.4% | +15.2% | -42.6% | -35.3% |
| 1Y | -11.4% | +22.7% | -34.1% | -25.3% |
| All | +375.0% | +78.9% | +296.0% | +197.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling