-11.4%
INSM vs BEN
+42.6%
-54.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -0.6% |
| 7D | +6.5% | +0.2% | +6.3% | +6.5% |
| 30D | +27.5% | -0.5% | +28.1% | +27.5% |
| 3M | +20.4% | +9.7% | +10.6% | +17.5% |
| 6M | -15.7% | +33.9% | -49.6% | -20.8% |
| YTD | -27.4% | +49.0% | -76.4% | -31.8% |
| 1Y | -11.4% | +42.1% | -53.5% | -14.7% |
| All | -11.4% | +42.6% | -54.0% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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