-41.8%
INSM vs NDAQ
+26.4%
-68.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | -1.2% |
| 7D | -2.5% | +1.2% | -3.7% | -2.5% |
| 30D | +3.4% | +15.8% | -12.4% | +4.0% |
| 3M | +9.8% | +13.4% | -3.5% | +10.4% |
| 6M | -22.0% | +20.9% | -42.9% | -21.7% |
| YTD | -37.5% | +11.1% | -48.6% | -39.1% |
| 1Y | -41.8% | +26.5% | -68.3% | -42.4% |
| All | -41.8% | +26.4% | -68.2% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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