+368.8%
INSM vs EAT
+308.2%
+60.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | +0.5% | -6.2% | +6.7% | +1.6% |
| 30D | -4.0% | -3.0% | -1.0% | -3.7% |
| 3M | +38.5% | +45.6% | -7.1% | +28.2% |
| 6M | -11.5% | +53.5% | -65.1% | -19.6% |
| YTD | -26.9% | +49.6% | -76.5% | -33.6% |
| 1Y | -12.8% | +38.9% | -51.7% | -20.1% |
| 3Y | +384.7% | +589.7% | -205.0% | +180.1% |
| 5Y | +368.8% | +318.7% | +50.1% | +177.8% |
| All | +368.8% | +308.2% | +60.6% | +177.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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