-11.2%
INSM vs IAU
+19.7%
-30.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.1% | +1.5% |
| 7D | +2.5% | -2.0% | +4.5% | +3.1% |
| 30D | -2.2% | -1.5% | -0.6% | -1.7% |
| 3M | +33.8% | +3.3% | +30.5% | +32.2% |
| 6M | -7.2% | -16.2% | +9.1% | -3.9% |
| YTD | -25.6% | +0.7% | -26.3% | -28.6% |
| 1Y | -11.2% | +19.2% | -30.5% | -17.9% |
| All | -11.2% | +19.7% | -30.9% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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