+833.7%
INSM vs ARWR
+1,081.9%
-248.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.6% |
| 7D | +2.5% | -4.0% | +6.5% | +3.5% |
| 30D | -2.2% | -5.0% | +2.9% | -0.9% |
| 3M | +33.8% | +11.3% | +22.5% | +29.0% |
| 6M | -7.2% | +42.6% | -49.8% | -16.0% |
| YTD | -25.6% | +24.8% | -50.4% | -30.9% |
| 1Y | -11.2% | +178.8% | -190.0% | -34.3% |
| 3Y | +388.3% | +183.3% | +205.0% | +221.1% |
| 5Y | +376.6% | +29.5% | +347.2% | +272.3% |
| All | +833.7% | +1,081.9% | -248.2% | +301.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling