+349.1%
INSM vs ACWI
+67.7%
+281.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.6% |
| 7D | +2.8% | +1.1% | +1.7% | +1.6% |
| 30D | -4.7% | -0.2% | -4.5% | -4.6% |
| 3M | +32.6% | +4.7% | +27.9% | +25.8% |
| 6M | -10.9% | +14.5% | -25.3% | -22.9% |
| YTD | -28.2% | +14.6% | -42.9% | -38.2% |
| 1Y | -14.9% | +21.4% | -36.3% | -31.6% |
| 3Y | +375.6% | +77.6% | +298.0% | +140.9% |
| 5Y | +349.1% | +68.1% | +281.0% | +158.2% |
| All | +349.1% | +67.7% | +281.4% | +158.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling