+833.7%
INSM vs BTI
+73.8%
+759.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.5% |
| 7D | +2.5% | -0.2% | +2.7% | +2.5% |
| 30D | -2.2% | -1.1% | -1.1% | -2.0% |
| 3M | +33.8% | -8.8% | +42.6% | +36.9% |
| 6M | -7.2% | -4.0% | -3.2% | -6.5% |
| YTD | -25.6% | +0.4% | -26.0% | -26.3% |
| 1Y | -11.2% | +1.9% | -13.2% | -12.6% |
| 3Y | +388.3% | +108.5% | +279.8% | +272.7% |
| 5Y | +376.6% | +118.5% | +258.1% | +253.1% |
| All | +833.7% | +73.8% | +759.9% | +579.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling