-11.4%
INSM vs BN
-6.5%
-4.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | +6.5% | -2.5% | +9.0% | +6.6% |
| 30D | +27.5% | -9.5% | +37.0% | +27.9% |
| 3M | +20.4% | -10.4% | +30.8% | +20.8% |
| 6M | -15.7% | -6.4% | -9.4% | -17.3% |
| YTD | -27.4% | -11.9% | -15.6% | -29.2% |
| 1Y | -11.4% | -8.6% | -2.8% | -14.4% |
| All | -11.4% | -6.5% | -4.9% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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