+367.9%
INSM vs BLDR
+10.9%
+357.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.7% | +1.4% |
| 7D | +2.5% | -8.2% | +10.7% | +3.6% |
| 30D | -2.2% | -16.6% | +14.5% | +0.2% |
| 3M | +33.8% | -23.2% | +57.0% | +37.5% |
| 6M | -7.2% | -33.7% | +26.6% | -2.6% |
| YTD | -25.6% | -41.3% | +15.7% | -20.9% |
| 1Y | -11.2% | -58.8% | +47.6% | 0.0% |
| 3Y | +388.3% | -57.5% | +445.8% | +405.9% |
| All | +367.9% | +10.9% | +357.0% | +203.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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