+368.8%
INSM vs LPLA
+142.4%
+226.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | +0.5% | -3.7% | +4.1% | +1.3% |
| 30D | -4.0% | -6.4% | +2.4% | -2.7% |
| 3M | +38.5% | +20.2% | +18.3% | +32.3% |
| 6M | -11.5% | +12.8% | -24.4% | -14.1% |
| YTD | -26.9% | -2.5% | -24.4% | -27.1% |
| 1Y | -12.8% | +1.9% | -14.7% | -14.4% |
| 3Y | +384.7% | +45.0% | +339.7% | +316.5% |
| 5Y | +368.8% | +146.6% | +222.2% | +189.8% |
| All | +368.8% | +142.4% | +226.4% | +189.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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