+754.3%
INSM vs AMBA
+12.8%
+741.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.3% | -3.8% | +0.2% |
| 7D | +6.2% | 0.0% | +6.3% | +6.1% |
| 30D | +15.4% | -8.6% | +24.0% | +17.4% |
| 3M | -11.4% | -29.0% | +17.5% | -4.8% |
| 6M | +14.6% | -19.2% | +33.8% | +14.8% |
| YTD | -33.3% | -13.0% | -20.3% | -35.6% |
| 1Y | -38.8% | -31.3% | -7.5% | -37.7% |
| 3Y | +395.7% | +28.1% | +367.6% | +284.1% |
| 5Y | +258.9% | -69.4% | +328.3% | +289.0% |
| 10Y | +754.3% | +7.6% | +746.7% | +435.2% |
| All | +754.3% | +12.8% | +741.5% | +435.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling