+270.6%
INSM vs ALB
-63.0%
+333.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.1% | -2.0% |
| 7D | +8.6% | -3.6% | +12.1% | +9.3% |
| 30D | +22.0% | -2.9% | +24.9% | +22.4% |
| 3M | -10.7% | -25.8% | +15.1% | -6.2% |
| 6M | +1.8% | -53.6% | +55.4% | +16.0% |
| YTD | -32.2% | -32.4% | +0.2% | -29.2% |
| 1Y | -39.3% | -13.0% | -26.2% | -40.0% |
| 3Y | +397.1% | -15.0% | +412.1% | +357.4% |
| 5Y | +270.6% | -63.5% | +334.1% | +286.4% |
| All | +270.6% | -63.0% | +333.6% | +286.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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