+388.3%
INSM vs MKSI
+190.8%
+197.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.4% | +1.5% |
| 7D | +2.5% | +2.7% | -0.2% | +2.2% |
| 30D | -2.2% | -12.8% | +10.6% | -0.9% |
| 3M | +33.8% | -22.5% | +56.3% | +35.9% |
| 6M | -7.2% | +19.4% | -26.6% | -11.6% |
| YTD | -25.6% | +67.7% | -93.4% | -32.8% |
| 1Y | -11.2% | +131.4% | -142.6% | -24.6% |
| 3Y | +388.3% | +197.3% | +191.0% | +239.1% |
| All | +388.3% | +190.8% | +197.5% | +239.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 3y: compounded portfolio wealth divided by compounded MKSI 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…
3y analysis · Full analysis span regression · 6 months rolling