+368.8%
INSM vs BBAI
-71.4%
+440.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | +0.5% | -5.4% | +5.8% | +0.7% |
| 30D | -4.0% | -15.3% | +11.3% | -3.5% |
| 3M | +38.5% | -29.9% | +68.4% | +40.1% |
| 6M | -11.5% | -30.7% | +19.2% | -10.6% |
| YTD | -26.9% | -47.8% | +20.9% | -25.6% |
| 1Y | -12.8% | -40.4% | +27.6% | -12.0% |
| 3Y | +384.7% | +66.9% | +317.8% | +352.8% |
| 5Y | +368.8% | -71.4% | +440.2% | +388.7% |
| All | +368.8% | -71.4% | +440.2% | +388.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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