-39.8%
INSM vs Q
+19.7%
-59.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.1% | +5.4% | +5.3% |
| 7D | +13.4% | -3.3% | +16.7% | +13.8% |
| 30D | +5.9% | -9.7% | +15.6% | +7.0% |
| 3M | +11.4% | -16.1% | +27.5% | +13.2% |
| 6M | -21.4% | -15.7% | -5.7% | -19.9% |
| YTD | -36.8% | +45.7% | -82.5% | -32.2% |
| 1Y | -39.8% | +18.0% | -57.8% | -34.4% |
| All | -39.8% | +19.7% | -59.5% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling