+1,710.5%
INSM vs ACWI
+339.1%
+1,371.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +3.4% |
| 7D | +14.4% | -0.2% | +14.6% | +14.5% |
| 30D | +18.8% | -3.3% | +22.1% | +22.4% |
| 3M | -11.3% | -3.4% | -7.9% | -8.5% |
| 6M | +17.9% | +0.8% | +17.1% | +16.6% |
| YTD | -31.3% | +10.7% | -42.0% | -38.1% |
| 1Y | -37.7% | +11.6% | -49.3% | -44.4% |
| 3Y | +403.1% | +73.4% | +329.7% | +190.3% |
| 5Y | +279.3% | +60.2% | +219.2% | +139.8% |
| 10Y | +740.9% | +221.6% | +519.3% | +213.9% |
| All | +1,710.5% | +339.1% | +1,371.3% | +413.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling