+368.8%
INSM vs BB
-29.9%
+398.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -0.8% |
| 7D | +0.5% | -2.1% | +2.6% | +0.8% |
| 30D | -4.0% | -16.0% | +12.0% | -1.6% |
| 3M | +38.5% | -14.5% | +53.0% | +40.1% |
| 6M | -11.5% | +118.6% | -130.1% | -25.1% |
| YTD | -26.9% | +98.9% | -125.8% | -37.2% |
| 1Y | -12.8% | +99.5% | -112.3% | -26.2% |
| 3Y | +384.7% | +65.4% | +319.3% | +304.6% |
| 5Y | +368.8% | -27.6% | +396.4% | +391.5% |
| All | +368.8% | -29.9% | +398.7% | +391.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling