+380.3%
INSM vs CLBK
+52.3%
+328.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.2% |
| 7D | +0.5% | -1.4% | +1.8% | +0.4% |
| 30D | -4.0% | +4.5% | -8.5% | -3.9% |
| 3M | +38.5% | +22.8% | +15.7% | +39.3% |
| 6M | -11.5% | +43.4% | -55.0% | -10.8% |
| YTD | -26.9% | +64.1% | -91.0% | -26.1% |
| 1Y | -12.8% | +67.6% | -80.3% | -12.0% |
| All | +380.3% | +52.3% | +328.0% | +413.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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