-12.5%
INSM vs HAS
+16.0%
-28.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.6% | +3.1% |
| 7D | +1.7% | -4.8% | +6.6% | +1.7% |
| 30D | -4.4% | -5.1% | +0.7% | -4.4% |
| 3M | +30.0% | +6.4% | +23.7% | +30.1% |
| 6M | -10.0% | -5.6% | -4.4% | -10.6% |
| YTD | -26.0% | +11.0% | -37.0% | -23.1% |
| 1Y | -12.5% | +16.8% | -29.3% | -7.8% |
| All | -12.5% | +16.0% | -28.5% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 1y: compounded portfolio wealth divided by compounded HAS 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…
1y analysis · Full analysis span regression · 6 months rolling