-11.4%
INSM vs AMIX
-81.0%
+69.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | -0.3% |
| 7D | +6.5% | -13.7% | +20.3% | +6.6% |
| 30D | +27.5% | -62.1% | +89.6% | +27.7% |
| 3M | +20.4% | -46.2% | +66.5% | +20.6% |
| 6M | -15.7% | -46.4% | +30.7% | -15.6% |
| YTD | -27.4% | -60.3% | +32.8% | -27.2% |
| 1Y | -11.4% | -79.7% | +68.3% | -10.2% |
| All | -11.4% | -81.0% | +69.6% | -10.2% |
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