+701.9%
INSM vs MSCI
+811.9%
-110.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +2.0% |
| 7D | +5.9% | +3.0% | +2.9% | +4.4% |
| 30D | +23.9% | +17.8% | +6.1% | +14.4% |
| 3M | -4.1% | +15.2% | -19.3% | -10.9% |
| 6M | +2.7% | +16.5% | -13.8% | -6.6% |
| YTD | -30.4% | +16.4% | -46.7% | -37.9% |
| 1Y | -36.6% | +16.8% | -53.4% | -43.5% |
| 3Y | +406.9% | +35.8% | +371.2% | +296.7% |
| 5Y | +280.3% | +7.0% | +273.3% | +228.4% |
| All | +701.9% | +811.9% | -110.0% | +116.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling