+877.2%
INSM vs RACE
+783.2%
+94.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +3.5% |
| 7D | +1.7% | -2.6% | +4.4% | +3.0% |
| 30D | -4.4% | -1.1% | -3.3% | -4.1% |
| 3M | +30.0% | +12.5% | +17.5% | +21.8% |
| 6M | -10.0% | +17.4% | -27.4% | -17.9% |
| YTD | -26.0% | +10.1% | -36.1% | -30.9% |
| 1Y | -12.5% | -15.1% | +2.6% | -8.3% |
| 3Y | +390.5% | +38.9% | +351.6% | +260.9% |
| 5Y | +357.7% | +90.7% | +267.0% | +167.6% |
| 10Y | +877.2% | +801.8% | +75.4% | +140.0% |
| All | +877.2% | +783.2% | +94.1% | +140.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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