+400.0%
INSM vs HAS
+215.8%
+184.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +2.8% |
| 7D | +14.4% | +3.3% | +11.1% | +13.7% |
| 30D | +18.8% | +30.5% | -11.8% | +12.5% |
| 3M | -11.3% | +29.9% | -41.2% | -16.1% |
| 6M | +17.9% | +26.5% | -8.7% | +12.0% |
| YTD | -31.3% | +51.9% | -83.3% | -38.2% |
| 1Y | -37.7% | +60.9% | -98.6% | -44.9% |
| All | +400.0% | +215.8% | +184.2% | +221.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling