+375.6%
INSM vs HAS
+45.6%
+330.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.6% |
| 7D | +2.8% | -3.1% | +5.9% | +3.5% |
| 30D | -4.7% | -2.7% | -2.0% | -4.2% |
| 3M | +32.6% | +8.9% | +23.7% | +29.6% |
| 6M | -10.9% | -2.9% | -8.0% | -10.8% |
| YTD | -28.2% | +12.6% | -40.9% | -31.3% |
| 1Y | -14.9% | +17.5% | -32.3% | -19.7% |
| 3Y | +375.6% | +46.2% | +329.4% | +240.4% |
| All | +375.6% | +45.6% | +330.0% | +240.4% |
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