+589.5%
INSM vs FND
+56.5%
+533.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.4% |
| 7D | +2.5% | -5.8% | +8.2% | +4.3% |
| 30D | -2.2% | -20.2% | +18.0% | +4.5% |
| 3M | +33.8% | -12.0% | +45.8% | +36.4% |
| 6M | -7.2% | -18.5% | +11.3% | -4.0% |
| YTD | -25.6% | -22.3% | -3.4% | -22.7% |
| 1Y | -11.2% | -47.6% | +36.4% | +4.3% |
| 3Y | +388.3% | -49.8% | +438.1% | +437.6% |
| 5Y | +376.6% | -63.0% | +439.6% | +457.1% |
| All | +589.5% | +56.5% | +533.0% | +321.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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