+375.6%
INSM vs AR
+44.7%
+330.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.9% |
| 7D | +2.8% | -1.8% | +4.6% | +3.2% |
| 30D | -4.7% | +12.6% | -17.3% | -7.4% |
| 3M | +32.6% | +10.0% | +22.6% | +29.2% |
| 6M | -10.9% | +0.6% | -11.5% | -11.7% |
| YTD | -28.2% | +13.4% | -41.6% | -31.3% |
| 1Y | -14.9% | +21.7% | -36.6% | -20.8% |
| 3Y | +375.6% | +45.8% | +329.8% | +321.8% |
| All | +375.6% | +44.7% | +330.9% | +321.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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