-37.7%
INSM vs AMIX
-91.8%
+54.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -20.0% | +21.1% | +1.1% |
| 7D | +9.8% | -8.1% | +17.8% | +9.8% |
| 30D | +22.5% | -52.3% | +74.8% | +22.6% |
| 3M | -8.9% | -83.8% | +74.9% | -8.7% |
| 6M | +16.2% | -79.0% | +95.2% | +16.4% |
| YTD | -30.6% | -87.2% | +56.6% | -30.7% |
| 1Y | -37.7% | -91.7% | +54.0% | -37.6% |
| All | -37.7% | -91.8% | +54.2% | -37.6% |
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