+419.1%
INSM vs MSFU
+70.7%
+348.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +3.2% |
| 7D | +1.7% | -2.3% | +4.1% | +1.9% |
| 30D | -4.4% | -6.3% | +1.8% | -3.9% |
| 3M | +30.0% | +40.0% | -9.9% | +25.1% |
| 6M | -10.0% | +30.1% | -40.1% | -13.4% |
| YTD | -26.0% | -10.3% | -15.7% | -24.8% |
| 1Y | -12.5% | -19.0% | +6.5% | -10.2% |
| 3Y | +390.5% | +25.8% | +364.7% | +342.1% |
| All | +419.1% | +70.7% | +348.4% | +341.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling