+681.4%
INSM vs RBA
+204.3%
+477.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -1.8% |
| 7D | +8.6% | -0.5% | +9.1% | +8.7% |
| 30D | +22.0% | +6.8% | +15.1% | +19.6% |
| 3M | -10.7% | +9.5% | -20.2% | -13.3% |
| 6M | +1.8% | -8.2% | +10.0% | +2.9% |
| YTD | -32.2% | -7.7% | -24.4% | -31.9% |
| 1Y | -39.3% | -6.9% | -32.4% | -39.3% |
| 3Y | +397.1% | +61.6% | +335.5% | +304.1% |
| 5Y | +270.6% | +44.7% | +225.9% | +203.3% |
| All | +681.4% | +204.3% | +477.1% | +334.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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