+388.3%
INSM vs BEN
+51.0%
+337.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +2.5% | -3.1% | +5.6% | +3.0% |
| 30D | -2.2% | +0.2% | -2.3% | -2.2% |
| 3M | +33.8% | +6.8% | +27.0% | +31.3% |
| 6M | -7.2% | +38.1% | -45.3% | -13.1% |
| YTD | -25.6% | +44.3% | -70.0% | -31.3% |
| 1Y | -11.2% | +42.6% | -53.8% | -17.8% |
| 3Y | +388.3% | +52.3% | +336.0% | +333.4% |
| All | +388.3% | +51.0% | +337.4% | +333.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling