+388.3%
INSM vs BTI
+109.4%
+278.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.6% |
| 7D | +2.5% | -0.2% | +2.7% | +2.5% |
| 30D | -2.2% | -1.1% | -1.1% | -2.1% |
| 3M | +33.8% | -8.8% | +42.6% | +35.5% |
| 6M | -7.2% | -4.0% | -3.2% | -6.7% |
| YTD | -25.6% | +0.4% | -26.0% | -25.6% |
| 1Y | -11.2% | +1.9% | -13.2% | -11.1% |
| 3Y | +388.3% | +108.5% | +279.8% | +333.2% |
| All | +388.3% | +109.4% | +278.9% | +333.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling