+833.7%
INSM vs MSCI
+634.9%
+198.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.1% |
| 7D | +2.5% | -3.2% | +5.7% | +4.1% |
| 30D | -2.2% | -1.1% | -1.0% | -1.9% |
| 3M | +33.8% | -6.3% | +40.1% | +36.1% |
| 6M | -7.2% | +2.1% | -9.3% | -10.5% |
| YTD | -25.6% | -2.3% | -23.4% | -27.6% |
| 1Y | -11.2% | -3.9% | -7.3% | -13.2% |
| 3Y | +388.3% | +7.5% | +380.9% | +329.7% |
| 5Y | +376.6% | -9.8% | +386.4% | +346.5% |
| All | +833.7% | +634.9% | +198.8% | +226.4% |
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