+2,551.7%
INSM vs BTG
+371.8%
+2,179.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -1.0% |
| 7D | +0.5% | -5.5% | +5.9% | +0.8% |
| 30D | -4.0% | +6.1% | -10.1% | -4.4% |
| 3M | +38.5% | +38.6% | -0.1% | +35.1% |
| 6M | -11.5% | +0.7% | -12.2% | -12.1% |
| YTD | -26.9% | +20.3% | -47.2% | -28.5% |
| 1Y | -12.8% | +25.0% | -37.8% | -15.1% |
| 3Y | +384.7% | +97.3% | +287.4% | +354.0% |
| 5Y | +368.8% | +78.3% | +290.5% | +339.6% |
| 10Y | +865.7% | +151.6% | +714.1% | +778.4% |
| All | +2,551.7% | +371.8% | +2,179.9% | +2,349.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 all: compounded portfolio wealth divided by compounded BTG 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…
all analysis · Full analysis span regression · 6 months rolling