+818.3%
INSM vs BUD
-22.8%
+841.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | +0.5% | -3.2% | +3.7% | +1.7% |
| 30D | -4.0% | -3.7% | -0.3% | -2.8% |
| 3M | +38.5% | -4.4% | +43.0% | +40.0% |
| 6M | -11.5% | +7.7% | -19.2% | -15.0% |
| YTD | -26.9% | +23.1% | -49.9% | -33.6% |
| 1Y | -12.8% | +33.6% | -46.4% | -23.7% |
| 3Y | +384.7% | +44.7% | +340.0% | +291.5% |
| 5Y | +368.8% | +44.9% | +323.9% | +273.2% |
| All | +818.3% | -22.8% | +841.2% | +731.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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