+248.5%
INSM vs JBHT
+17.1%
+231.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.7% | +5.9% | +5.4% |
| 7D | +1.6% | -1.6% | +3.2% | +2.0% |
| 30D | +12.5% | -2.3% | +14.7% | +13.0% |
| 3M | -13.7% | -18.5% | +4.8% | -10.0% |
| 6M | -16.5% | -11.3% | -5.3% | -15.6% |
| YTD | -34.3% | +12.6% | -46.8% | -38.3% |
| 1Y | -38.4% | +29.8% | -68.1% | -44.8% |
| 3Y | +379.9% | +28.1% | +351.8% | +317.6% |
| All | +248.5% | +17.1% | +231.4% | +192.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling