+1,729.5%
INSM vs ACWI
+344.2%
+1,385.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | -0.1% |
| 7D | +9.8% | -0.7% | +10.4% | +10.3% |
| 30D | +22.5% | -2.0% | +24.5% | +24.7% |
| 3M | -8.9% | -2.2% | -6.8% | -7.2% |
| 6M | +16.2% | +1.9% | +14.3% | +13.8% |
| YTD | -30.6% | +12.0% | -42.6% | -38.1% |
| 1Y | -37.7% | +12.5% | -50.2% | -44.8% |
| 3Y | +408.4% | +75.4% | +333.0% | +190.1% |
| 5Y | +279.6% | +61.5% | +218.1% | +138.1% |
| 10Y | +735.6% | +227.1% | +508.5% | +207.2% |
| All | +1,729.5% | +344.2% | +1,385.3% | +413.1% |
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