+380.3%
INSM vs IAU
+122.5%
+257.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.5% |
| 7D | +0.5% | -3.4% | +3.8% | +1.8% |
| 30D | -4.0% | -1.1% | -2.9% | -3.6% |
| 3M | +38.5% | +5.8% | +32.7% | +35.3% |
| 6M | -11.5% | -16.9% | +5.4% | -6.1% |
| YTD | -26.9% | +0.1% | -27.0% | -29.0% |
| 1Y | -12.8% | +18.4% | -31.2% | -22.0% |
| All | +380.3% | +122.5% | +257.8% | +174.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling