+701.9%
INSM vs CPB
-38.9%
+740.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.2% | -0.6% | +2.5% |
| 7D | +5.9% | -1.6% | +7.5% | +6.0% |
| 30D | +23.9% | +19.2% | +4.7% | +23.1% |
| 3M | -4.1% | -0.9% | -3.2% | -4.2% |
| 6M | +2.7% | +15.2% | -12.5% | +1.7% |
| YTD | -30.4% | -13.1% | -17.3% | -30.0% |
| 1Y | -36.6% | -22.4% | -14.1% | -35.7% |
| 3Y | +406.9% | -35.3% | +442.2% | +412.1% |
| 5Y | +280.3% | -33.0% | +313.3% | +278.1% |
| All | +701.9% | -38.9% | +740.7% | +672.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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