+368.8%
INSM vs RMD
-22.7%
+391.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | +0.5% | -4.2% | +4.7% | +1.4% |
| 30D | -4.0% | -2.1% | -1.9% | -3.6% |
| 3M | +38.5% | +13.8% | +24.8% | +33.7% |
| 6M | -11.5% | -10.6% | -0.9% | -9.7% |
| YTD | -26.9% | -8.1% | -18.8% | -26.1% |
| 1Y | -12.8% | -18.0% | +5.2% | -9.5% |
| 3Y | +384.7% | +52.9% | +331.8% | +292.0% |
| 5Y | +368.8% | -22.3% | +391.1% | +386.2% |
| All | +368.8% | -22.7% | +391.5% | +386.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 5y: compounded portfolio wealth divided by compounded RMD 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…
5y analysis · Full analysis span regression · 6 months rolling