-11.2%
INSM vs IBN
-5.9%
-5.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +1.4% |
| 7D | +2.5% | -3.0% | +5.5% | +2.9% |
| 30D | -2.2% | -1.5% | -0.7% | -1.9% |
| 3M | +33.8% | +7.9% | +25.9% | +32.6% |
| 6M | -7.2% | +8.6% | -15.8% | -8.9% |
| YTD | -25.6% | -0.6% | -25.1% | -28.4% |
| 1Y | -11.2% | -7.3% | -3.9% | -14.6% |
| All | -11.2% | -5.9% | -5.3% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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