+357.7%
INSM vs ARWR
+25.7%
+332.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.9% | +6.0% | +3.9% |
| 7D | +1.7% | -3.2% | +4.9% | +2.6% |
| 30D | -4.4% | -6.5% | +2.0% | -2.7% |
| 3M | +30.0% | +12.7% | +17.4% | +24.5% |
| 6M | -10.0% | +36.2% | -46.2% | -18.5% |
| YTD | -26.0% | +24.5% | -50.5% | -31.7% |
| 1Y | -12.5% | +198.0% | -210.5% | -39.1% |
| 3Y | +390.5% | +176.4% | +214.1% | +201.1% |
| 5Y | +357.7% | +26.6% | +331.2% | +282.3% |
| All | +357.7% | +25.7% | +332.0% | +282.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling