+295.7%
INSM vs GRMN
+6,622.3%
-6,326.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | +2.8% | +0.2% | +2.6% | +2.7% |
| 30D | -4.7% | -11.3% | +6.6% | -1.7% |
| 3M | +32.6% | +17.7% | +14.9% | +26.1% |
| 6M | -10.9% | +14.2% | -25.0% | -14.7% |
| YTD | -28.2% | +37.0% | -65.3% | -34.8% |
| 1Y | -14.9% | +17.0% | -31.8% | -19.7% |
| 3Y | +375.6% | +183.2% | +192.4% | +240.7% |
| 5Y | +349.1% | +77.3% | +271.8% | +263.6% |
| 10Y | +796.6% | +630.9% | +165.7% | +423.6% |
| All | +295.7% | +6,622.3% | -6,326.6% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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