+379.9%
INSM vs AMBA
+16.7%
+363.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +6.1% | -0.9% | +4.5% |
| 7D | +1.6% | -7.2% | +8.9% | +2.4% |
| 30D | +12.5% | -10.4% | +22.8% | +13.5% |
| 3M | -13.7% | -30.1% | +16.4% | -10.6% |
| 6M | -16.5% | -22.4% | +5.9% | -15.9% |
| YTD | -34.3% | -17.3% | -16.9% | -34.8% |
| 1Y | -38.4% | -35.4% | -3.0% | -37.0% |
| 3Y | +379.9% | +18.6% | +361.3% | +330.2% |
| All | +379.9% | +16.7% | +363.2% | +330.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling