-11.2%
INSM vs HUM
+50.8%
-62.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.6% | +1.5% |
| 7D | +2.5% | +2.1% | +0.4% | +2.3% |
| 30D | -2.2% | +5.4% | -7.6% | -2.5% |
| 3M | +33.8% | +11.4% | +22.4% | +32.8% |
| 6M | -7.2% | +141.5% | -148.7% | -10.4% |
| YTD | -25.6% | +61.2% | -86.8% | -29.2% |
| 1Y | -11.2% | +49.2% | -60.4% | -15.8% |
| All | -11.2% | +50.8% | -62.0% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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