+833.7%
INSM vs PNC
+279.5%
+554.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.4% |
| 7D | +2.5% | -0.6% | +3.0% | +2.7% |
| 30D | -2.2% | -4.4% | +2.2% | 0.0% |
| 3M | +33.8% | +5.2% | +28.6% | +29.8% |
| 6M | -7.2% | +20.6% | -27.8% | -16.0% |
| YTD | -25.6% | +19.8% | -45.4% | -32.8% |
| 1Y | -11.2% | +24.4% | -35.7% | -21.6% |
| 3Y | +388.3% | +131.2% | +257.1% | +199.2% |
| 5Y | +376.6% | +53.1% | +323.5% | +258.0% |
| All | +833.7% | +279.5% | +554.2% | +274.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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