-11.4%
INSM vs AEIS
+93.3%
-104.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.5% |
| 7D | +6.5% | +3.0% | +3.6% | +6.3% |
| 30D | +27.5% | -14.6% | +42.2% | +29.0% |
| 3M | +20.4% | -12.4% | +32.8% | +20.1% |
| 6M | -15.7% | -15.0% | -0.8% | -16.4% |
| YTD | -27.4% | +34.3% | -61.7% | -31.0% |
| 1Y | -11.4% | +87.4% | -98.8% | -23.6% |
| All | -11.4% | +93.3% | -104.7% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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