+368.8%
INSM vs GEN
+21.4%
+347.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.3% |
| 7D | +0.5% | -4.4% | +4.8% | +1.1% |
| 30D | -4.0% | +3.7% | -7.7% | -4.6% |
| 3M | +38.5% | +22.2% | +16.3% | +34.2% |
| 6M | -11.5% | +38.9% | -50.4% | -16.5% |
| YTD | -26.9% | +11.9% | -38.7% | -27.8% |
| 1Y | -12.8% | +4.5% | -17.3% | -12.6% |
| 3Y | +384.7% | +59.0% | +325.7% | +326.4% |
| 5Y | +368.8% | +22.0% | +346.8% | +322.7% |
| All | +368.8% | +21.4% | +347.4% | +322.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling