+348.8%
INSM vs JBHT
+58.3%
+290.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.1% | -1.0% |
| 7D | +6.5% | +4.9% | +1.7% | +5.3% |
| 30D | +27.5% | +0.6% | +27.0% | +27.0% |
| 3M | +20.4% | -3.2% | +23.6% | +20.7% |
| 6M | -15.7% | +17.0% | -32.7% | -20.1% |
| YTD | -27.4% | +41.7% | -69.1% | -35.0% |
| 1Y | -11.4% | +90.0% | -101.4% | -28.3% |
| 3Y | +457.8% | +47.0% | +410.8% | +379.3% |
| All | +348.8% | +58.3% | +290.5% | +277.8% |
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