+357.7%
INSM vs IBB
+20.0%
+337.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +4.1% |
| 7D | +1.7% | -3.9% | +5.6% | +6.3% |
| 30D | -4.4% | +2.7% | -7.2% | -7.7% |
| 3M | +30.0% | +21.4% | +8.7% | +4.0% |
| 6M | -10.0% | +20.1% | -30.1% | -26.4% |
| YTD | -26.0% | +21.9% | -47.9% | -40.8% |
| 1Y | -12.5% | +44.1% | -56.6% | -42.2% |
| 3Y | +390.5% | +63.4% | +327.1% | +172.2% |
| 5Y | +357.7% | +19.8% | +338.0% | +244.1% |
| All | +357.7% | +20.0% | +337.7% | +244.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling