-26.8%
INSM vs HAS
+1,446.5%
-1,473.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.8% | +0.5% |
| 7D | +9.8% | +2.0% | +7.8% | +9.1% |
| 30D | +22.5% | +30.9% | -8.4% | +12.6% |
| 3M | -8.9% | +28.8% | -37.7% | -16.1% |
| 6M | +16.2% | +32.3% | -16.1% | +5.5% |
| YTD | -30.6% | +54.7% | -85.3% | -40.5% |
| 1Y | -37.7% | +63.2% | -100.9% | -47.5% |
| 3Y | +408.4% | +220.7% | +187.7% | +236.2% |
| 5Y | +279.6% | +53.3% | +226.3% | +211.1% |
| 10Y | +735.6% | +104.2% | +631.4% | +496.0% |
| All | -26.8% | +1,446.5% | -1,473.3% | -69.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling