+349.1%
INSM vs MSCI
-10.9%
+359.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.8% | +2.7% | +0.2% |
| 7D | +2.8% | -2.1% | +4.9% | +3.5% |
| 30D | -4.7% | -1.7% | -3.0% | -4.3% |
| 3M | +32.6% | -8.2% | +40.8% | +35.3% |
| 6M | -10.9% | -2.4% | -8.4% | -11.8% |
| YTD | -28.2% | -2.8% | -25.4% | -29.6% |
| 1Y | -14.9% | -2.7% | -12.2% | -16.9% |
| 3Y | +375.6% | +7.3% | +368.3% | +328.6% |
| 5Y | +349.1% | -11.4% | +360.5% | +319.5% |
| All | +349.1% | -10.9% | +359.9% | +319.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling