+368.8%
INSM vs DAR
-6.7%
+375.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.8% |
| 7D | +0.5% | +0.9% | -0.5% | +0.2% |
| 30D | -4.0% | +6.4% | -10.4% | -5.7% |
| 3M | +38.5% | +13.2% | +25.3% | +33.8% |
| 6M | -11.5% | +26.2% | -37.7% | -16.8% |
| YTD | -26.9% | +84.4% | -111.2% | -37.6% |
| 1Y | -12.8% | +112.0% | -124.8% | -28.9% |
| 3Y | +384.7% | +13.4% | +371.3% | +358.1% |
| 5Y | +368.8% | -6.0% | +374.8% | +352.7% |
| All | +368.8% | -6.7% | +375.5% | +352.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling