+368.8%
INSM vs BEN
+36.2%
+332.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.2% | -0.8% |
| 7D | +0.5% | +0.3% | +0.1% | +0.3% |
| 30D | -4.0% | +0.9% | -4.9% | -4.3% |
| 3M | +38.5% | +9.2% | +29.4% | +33.7% |
| 6M | -11.5% | +36.8% | -48.3% | -20.7% |
| YTD | -26.9% | +44.4% | -71.3% | -36.0% |
| 1Y | -12.8% | +45.8% | -58.6% | -24.1% |
| 3Y | +384.7% | +52.5% | +332.2% | +304.6% |
| 5Y | +368.8% | +37.7% | +331.1% | +299.3% |
| All | +368.8% | +36.2% | +332.6% | +299.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling