-37.7%
INSM vs JBHT
+36.3%
-74.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.4% | +1.1% |
| 7D | +9.8% | +0.5% | +9.3% | +9.8% |
| 30D | +22.5% | -0.1% | +22.6% | +22.5% |
| 3M | -8.9% | -14.0% | +5.1% | -9.5% |
| 6M | +16.2% | -5.1% | +21.3% | +13.5% |
| YTD | -30.6% | +18.0% | -48.7% | -30.8% |
| 1Y | -37.7% | +36.5% | -74.2% | -36.2% |
| All | -37.7% | +36.3% | -74.0% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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