+349.1%
INSM vs LII
+25.8%
+323.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.8% |
| 7D | +2.8% | +2.1% | +0.7% | +2.2% |
| 30D | -4.7% | -12.4% | +7.7% | -1.6% |
| 3M | +32.6% | -24.8% | +57.4% | +40.8% |
| 6M | -10.9% | -25.2% | +14.3% | -5.5% |
| YTD | -28.2% | -20.3% | -8.0% | -25.6% |
| 1Y | -14.9% | -32.9% | +18.1% | -7.3% |
| 3Y | +375.6% | +2.0% | +373.5% | +324.1% |
| 5Y | +349.1% | +24.4% | +324.6% | +226.9% |
| All | +349.1% | +25.8% | +323.3% | +226.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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