-23.5%
INSM vs GEN
+939.8%
-963.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.2% |
| 7D | +6.5% | -1.2% | +7.7% | +6.8% |
| 30D | +27.5% | +10.1% | +17.4% | +24.5% |
| 3M | +20.4% | +16.1% | +4.3% | +15.7% |
| 6M | -15.7% | +38.9% | -54.6% | -23.2% |
| YTD | -27.4% | +14.4% | -41.9% | -31.1% |
| 1Y | -11.4% | +5.9% | -17.3% | -14.3% |
| 3Y | +457.8% | +58.8% | +399.0% | +379.4% |
| 5Y | +343.0% | +24.7% | +318.3% | +297.0% |
| 10Y | +848.1% | +163.1% | +685.1% | +590.1% |
| All | -23.5% | +939.8% | -963.3% | -63.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling