+1,812.6%
INSM vs PBF
+317.1%
+1,495.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.3% | -4.4% | -1.7% |
| 7D | +2.8% | +2.4% | +0.4% | +2.3% |
| 30D | -4.7% | +24.9% | -29.6% | -8.7% |
| 3M | +32.6% | +81.9% | -49.2% | +17.5% |
| 6M | -10.9% | +79.4% | -90.2% | -22.1% |
| YTD | -28.2% | +188.3% | -216.5% | -43.3% |
| 1Y | -14.9% | +177.3% | -192.1% | -33.0% |
| 3Y | +375.6% | +56.0% | +319.6% | +300.3% |
| 5Y | +349.1% | +804.0% | -454.9% | +135.4% |
| 10Y | +796.6% | +334.1% | +462.5% | +339.3% |
| All | +1,812.6% | +317.1% | +1,495.5% | +825.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded PBF 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling