+796.6%
INSM vs AMBA
-5.3%
+801.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.3% |
| 7D | +2.8% | -6.4% | +9.2% | +4.4% |
| 30D | -4.7% | -26.8% | +22.1% | +2.6% |
| 3M | +32.6% | -7.6% | +40.2% | +31.1% |
| 6M | -10.9% | +21.2% | -32.1% | -19.5% |
| YTD | -28.2% | -10.4% | -17.9% | -30.7% |
| 1Y | -14.9% | -24.4% | +9.6% | -15.6% |
| 3Y | +375.6% | +6.0% | +369.6% | +291.7% |
| 5Y | +349.1% | -53.9% | +403.0% | +324.5% |
| 10Y | +796.6% | -6.2% | +802.7% | +486.2% |
| All | +796.6% | -5.3% | +801.8% | +486.2% |
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