-39.8%
INSM vs BB
+88.0%
-127.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +7.0% | -1.6% | +5.3% |
| 7D | +13.4% | -6.8% | +20.2% | +13.3% |
| 30D | +5.9% | -3.5% | +9.5% | +5.8% |
| 3M | +11.4% | -1.2% | +12.6% | +11.4% |
| 6M | -21.4% | +57.0% | -78.4% | -16.6% |
| YTD | -36.8% | +131.1% | -167.9% | -32.5% |
| 1Y | -39.8% | +87.6% | -127.4% | -38.2% |
| All | -39.8% | +88.0% | -127.8% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling