+368.8%
INSM vs ARES
+90.2%
+278.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.4% |
| 7D | +0.5% | -7.7% | +8.2% | +2.7% |
| 30D | -4.0% | -8.7% | +4.7% | -1.7% |
| 3M | +38.5% | +2.8% | +35.7% | +35.9% |
| 6M | -11.5% | +23.1% | -34.6% | -18.4% |
| YTD | -26.9% | -17.3% | -9.6% | -24.1% |
| 1Y | -12.8% | -24.3% | +11.5% | -7.0% |
| 3Y | +384.7% | +34.9% | +349.8% | +273.3% |
| 5Y | +368.8% | +93.5% | +275.3% | +182.1% |
| All | +368.8% | +90.2% | +278.6% | +182.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling