-39.8%
INSM vs AMIX
-92.3%
+52.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.0% | +8.3% | +5.3% |
| 7D | +13.4% | -25.1% | +38.5% | +13.5% |
| 30D | +5.9% | -54.5% | +60.5% | +6.1% |
| 3M | +11.4% | -91.7% | +103.1% | +11.7% |
| 6M | -21.4% | -79.4% | +58.0% | -21.6% |
| YTD | -36.8% | -86.1% | +49.3% | -37.1% |
| 1Y | -39.8% | -91.6% | +51.8% | -39.9% |
| All | -39.8% | -92.3% | +52.5% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling