+406.9%
INSM vs BUD
+49.6%
+357.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.8% |
| 7D | +5.9% | +1.0% | +4.9% | +6.0% |
| 30D | +23.9% | +6.7% | +17.2% | +25.1% |
| 3M | -4.1% | +5.7% | -9.8% | -3.2% |
| 6M | +2.7% | +5.8% | -3.1% | +3.5% |
| YTD | -30.4% | +34.4% | -64.8% | -27.0% |
| 1Y | -36.6% | +33.3% | -69.8% | -33.6% |
| 3Y | +406.9% | +48.8% | +358.1% | +387.6% |
| All | +406.9% | +49.6% | +357.4% | +387.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling