+877.2%
INSM vs PRU
+135.5%
+741.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.6% | +3.8% |
| 7D | +1.7% | -1.9% | +3.6% | +2.6% |
| 30D | -4.4% | -2.6% | -1.8% | -3.4% |
| 3M | +30.0% | +14.7% | +15.3% | +21.4% |
| 6M | -10.0% | +25.7% | -35.7% | -19.8% |
| YTD | -26.0% | +8.3% | -34.3% | -29.5% |
| 1Y | -12.5% | +17.3% | -29.8% | -20.1% |
| 3Y | +390.5% | +43.2% | +347.3% | +290.9% |
| 5Y | +357.7% | +43.5% | +314.2% | +255.2% |
| 10Y | +877.2% | +134.6% | +742.7% | +444.0% |
| All | +877.2% | +135.5% | +741.7% | +444.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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