-11.4%
INSM vs IBB
+51.5%
-62.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.7% |
| 7D | +6.5% | +1.4% | +5.1% | +4.9% |
| 30D | +27.5% | +10.5% | +17.0% | +13.4% |
| 3M | +20.4% | +23.6% | -3.3% | -6.4% |
| 6M | -15.7% | +22.6% | -38.4% | -33.8% |
| YTD | -27.4% | +25.7% | -53.1% | -44.1% |
| 1Y | -11.4% | +51.4% | -62.8% | -41.5% |
| All | -11.4% | +51.5% | -62.9% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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