+833.7%
INSM vs NDAQ
+366.7%
+467.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.1% |
| 7D | +2.5% | -5.9% | +8.3% | +5.5% |
| 30D | -2.2% | -4.7% | +2.5% | -0.1% |
| 3M | +33.8% | +5.5% | +28.3% | +28.7% |
| 6M | -7.2% | +7.4% | -14.5% | -11.9% |
| YTD | -25.6% | -5.5% | -20.2% | -25.3% |
| 1Y | -11.2% | -3.7% | -7.5% | -12.1% |
| 3Y | +388.3% | +85.0% | +303.3% | +219.6% |
| 5Y | +376.6% | +49.0% | +327.7% | +251.6% |
| All | +833.7% | +366.7% | +467.0% | +258.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling