+368.8%
INSM vs NDAQ
+48.4%
+320.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.2% | -0.5% |
| 7D | +0.5% | -6.8% | +7.3% | +2.6% |
| 30D | -4.0% | -3.2% | -0.8% | -3.2% |
| 3M | +38.5% | +6.5% | +32.0% | +34.8% |
| 6M | -11.5% | +5.7% | -17.3% | -13.9% |
| YTD | -26.9% | -4.6% | -22.2% | -26.6% |
| 1Y | -12.8% | -1.6% | -11.2% | -13.7% |
| 3Y | +384.7% | +86.4% | +298.2% | +252.5% |
| 5Y | +368.8% | +50.3% | +318.5% | +253.7% |
| All | +368.8% | +48.4% | +320.4% | +253.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling