+375.6%
INSM vs P
+159.9%
+215.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.3% |
| 7D | +2.8% | +7.8% | -5.1% | +1.9% |
| 30D | -4.7% | +12.3% | -17.1% | -6.3% |
| 3M | +32.6% | +37.1% | -4.5% | +27.2% |
| 6M | -10.9% | +66.1% | -77.0% | -17.0% |
| YTD | -28.2% | +50.9% | -79.2% | -32.9% |
| 1Y | -14.9% | +27.2% | -42.1% | -19.7% |
| 3Y | +375.6% | +158.7% | +216.9% | +286.6% |
| All | +375.6% | +159.9% | +215.7% | +286.6% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 3y: compounded portfolio wealth divided by compounded P 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…
3y analysis · Full analysis span regression · 6 months rolling