-12.5%
INSM vs LBRT
+119.0%
-131.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.1% | 0.0% | +2.9% |
| 7D | +1.7% | +10.2% | -8.5% | +0.9% |
| 30D | -4.4% | +4.9% | -9.3% | -4.8% |
| 3M | +30.0% | -21.2% | +51.3% | +31.1% |
| 6M | -10.0% | -19.9% | +9.9% | -8.8% |
| YTD | -26.0% | +20.8% | -46.8% | -27.2% |
| 1Y | -12.5% | +123.5% | -136.0% | -14.7% |
| All | -12.5% | +119.0% | -131.5% | -14.7% |
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