-11.4%
INSM vs MSFU
-18.4%
+7.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | -0.6% |
| 7D | +6.5% | -5.7% | +12.2% | +6.2% |
| 30D | +27.5% | +4.2% | +23.4% | +27.8% |
| 3M | +20.4% | +27.9% | -7.5% | +23.9% |
| 6M | -15.7% | +37.1% | -52.9% | -12.6% |
| YTD | -27.4% | -7.4% | -20.1% | -28.4% |
| 1Y | -11.4% | -19.6% | +8.2% | -19.3% |
| All | -11.4% | -18.4% | +7.0% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling