+386.0%
INSM vs ALL
+151.8%
+234.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +1.7% | -2.2% | +3.9% | +2.2% |
| 30D | -4.4% | -5.6% | +1.2% | -3.3% |
| 3M | +30.0% | +17.2% | +12.8% | +27.6% |
| 6M | -10.0% | +23.2% | -33.3% | -12.4% |
| YTD | -26.0% | +23.6% | -49.6% | -28.0% |
| 1Y | -12.5% | +29.2% | -41.7% | -15.6% |
| All | +386.0% | +151.8% | +234.2% | +301.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling