+833.7%
INSM vs GEN
+159.8%
+673.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.4% |
| 7D | +2.5% | -1.3% | +3.7% | +2.8% |
| 30D | -2.2% | +6.1% | -8.3% | -4.1% |
| 3M | +33.8% | +27.0% | +6.8% | +23.9% |
| 6M | -7.2% | +43.9% | -51.0% | -18.5% |
| YTD | -25.6% | +13.0% | -38.6% | -29.7% |
| 1Y | -11.2% | +4.0% | -15.3% | -13.8% |
| 3Y | +388.3% | +66.2% | +322.2% | +287.2% |
| 5Y | +376.6% | +23.2% | +353.5% | +309.3% |
| All | +833.7% | +159.8% | +673.9% | +438.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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