+1,730.3%
INSM vs MUB
+76.3%
+1,654.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +6.5% | -0.9% | +7.4% | +6.9% |
| 30D | +27.5% | -1.4% | +29.0% | +28.3% |
| 3M | +20.4% | -2.2% | +22.5% | +21.5% |
| 6M | -15.7% | -1.9% | -13.9% | -15.0% |
| YTD | -27.4% | -0.8% | -26.7% | -27.2% |
| 1Y | -11.4% | +2.7% | -14.1% | -12.3% |
| 3Y | +457.8% | +8.6% | +449.2% | +440.4% |
| 5Y | +343.0% | +2.0% | +340.9% | +336.5% |
| 10Y | +848.1% | +17.9% | +830.2% | +838.7% |
| All | +1,730.3% | +76.3% | +1,654.0% | +1,735.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 all: compounded portfolio wealth divided by compounded MUB 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…
all analysis · Full analysis span regression · 6 months rolling