+701.9%
INSM vs PAAS
+205.7%
+496.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.7% |
| 7D | +5.9% | -8.9% | +14.8% | +7.6% |
| 30D | +23.9% | -11.4% | +35.3% | +26.3% |
| 3M | -4.1% | -20.4% | +16.4% | -0.6% |
| 6M | +2.7% | -40.7% | +43.4% | +11.9% |
| YTD | -30.4% | -26.9% | -3.4% | -27.9% |
| 1Y | -36.6% | -3.1% | -33.5% | -37.8% |
| 3Y | +406.9% | +199.3% | +207.7% | +296.8% |
| 5Y | +280.3% | +48.3% | +232.0% | +220.6% |
| All | +701.9% | +205.7% | +496.2% | +556.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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