+380.3%
INSM vs ARES
+34.3%
+346.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.9% |
| 7D | +0.5% | -7.7% | +8.2% | +1.3% |
| 30D | -4.0% | -8.7% | +4.7% | -3.1% |
| 3M | +38.5% | +2.8% | +35.7% | +37.4% |
| 6M | -11.5% | +23.1% | -34.6% | -14.2% |
| YTD | -26.9% | -17.3% | -9.6% | -25.6% |
| 1Y | -12.8% | -24.3% | +11.5% | -9.9% |
| All | +380.3% | +34.3% | +346.0% | +342.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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