+375.0%
INSM vs AMC
-67.9%
+442.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.6% | -0.4% |
| 7D | +6.5% | +2.3% | +4.2% | +6.5% |
| 30D | +27.5% | -0.7% | +28.3% | +27.5% |
| 3M | +20.4% | +35.2% | -14.8% | +18.3% |
| 6M | -15.7% | +124.6% | -140.3% | -18.9% |
| YTD | -27.4% | +69.9% | -97.3% | -29.6% |
| 1Y | -11.4% | -2.6% | -8.8% | -12.6% |
| All | +375.0% | -67.9% | +442.8% | +392.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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