-12.8%
INSM vs MSFU
-20.3%
+7.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | +0.5% | -6.9% | +7.4% | 0.0% |
| 30D | -4.0% | -5.1% | +1.1% | -4.2% |
| 3M | +38.5% | +44.6% | -6.1% | +44.6% |
| 6M | -11.5% | +32.8% | -44.3% | -8.5% |
| YTD | -26.9% | -10.1% | -16.8% | -27.9% |
| 1Y | -12.8% | -19.4% | +6.6% | -21.3% |
| All | -12.8% | -20.3% | +7.5% | -21.3% |
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