+722.7%
INSM vs AMC
-98.1%
+820.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.6% | -0.5% |
| 7D | +6.5% | +2.3% | +4.2% | +6.4% |
| 30D | +27.5% | -0.7% | +28.3% | +27.5% |
| 3M | +20.4% | +35.2% | -14.8% | +18.0% |
| 6M | -15.7% | +124.6% | -140.3% | -19.4% |
| YTD | -27.4% | +69.9% | -97.3% | -29.9% |
| 1Y | -11.4% | -2.6% | -8.8% | -12.5% |
| 3Y | +457.8% | -79.8% | +537.6% | +468.9% |
| 5Y | +343.0% | -99.4% | +442.4% | +393.0% |
| 10Y | +848.1% | -98.9% | +947.0% | +1,031.2% |
| All | +722.7% | -98.1% | +820.8% | +805.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling