+348.8%
INSM vs AMBA
-54.5%
+403.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | +6.5% | -11.0% | +17.5% | +8.8% |
| 30D | +27.5% | -23.2% | +50.7% | +33.7% |
| 3M | +20.4% | -12.7% | +33.1% | +20.8% |
| 6M | -15.7% | +11.2% | -27.0% | -20.6% |
| YTD | -27.4% | -11.2% | -16.2% | -29.1% |
| 1Y | -11.4% | -22.5% | +11.1% | -12.2% |
| 3Y | +457.8% | -1.3% | +459.1% | +389.7% |
| All | +348.8% | -54.5% | +403.3% | +353.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling