+368.8%
INSM vs BN
+30.5%
+338.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.8% |
| 7D | +0.5% | -5.9% | +6.3% | +2.5% |
| 30D | -4.0% | -15.1% | +11.1% | +1.3% |
| 3M | +38.5% | -14.6% | +53.1% | +45.5% |
| 6M | -11.5% | -8.4% | -3.1% | -9.7% |
| YTD | -26.9% | -16.8% | -10.1% | -23.3% |
| 1Y | -12.8% | -14.4% | +1.6% | -10.0% |
| 3Y | +384.7% | +70.1% | +314.6% | +254.9% |
| 5Y | +368.8% | +33.5% | +335.3% | +297.7% |
| All | +368.8% | +30.5% | +338.3% | +297.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling