-39.8%
INSM vs LBRT
-25.0%
-14.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -11.2% | +16.5% | +6.0% |
| 7D | +13.4% | -25.3% | +38.8% | +15.6% |
| 30D | +5.9% | -32.9% | +38.8% | +8.9% |
| 3M | +11.4% | -33.3% | +44.7% | +14.5% |
| 6M | -21.4% | -61.0% | +39.5% | -16.8% |
| YTD | -36.8% | -28.0% | -8.8% | -35.9% |
| 1Y | -39.8% | -21.5% | -18.3% | -41.0% |
| All | -39.8% | -25.0% | -14.8% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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