-21.6%
INSM vs PNC
+974.7%
-996.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.5% |
| 7D | +2.5% | -0.6% | +3.0% | +2.6% |
| 30D | -2.2% | -4.4% | +2.2% | -0.9% |
| 3M | +33.8% | +5.2% | +28.6% | +31.5% |
| 6M | -7.2% | +20.6% | -27.8% | -12.3% |
| YTD | -25.6% | +19.8% | -45.4% | -29.7% |
| 1Y | -11.2% | +24.4% | -35.7% | -17.2% |
| 3Y | +388.3% | +131.2% | +257.1% | +276.4% |
| 5Y | +376.6% | +53.1% | +323.5% | +309.6% |
| 10Y | +881.9% | +276.8% | +605.1% | +569.3% |
| All | -21.6% | +974.7% | -996.2% | -65.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling