-12.8%
INSM vs ALL
+28.8%
-41.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | +0.5% | -4.3% | +4.8% | +1.7% |
| 30D | -4.0% | -3.6% | -0.4% | -3.0% |
| 3M | +38.5% | +13.2% | +25.3% | +38.6% |
| 6M | -11.5% | +22.5% | -34.0% | -12.1% |
| YTD | -26.9% | +22.7% | -49.6% | -27.2% |
| 1Y | -12.8% | +28.3% | -41.1% | -14.6% |
| All | -12.8% | +28.8% | -41.6% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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