-23.5%
INSM vs RMD
+4,423.0%
-4,446.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +6.5% | -5.0% | +11.5% | +8.1% |
| 30D | +27.5% | +2.2% | +25.3% | +26.5% |
| 3M | +20.4% | +17.8% | +2.5% | +13.9% |
| 6M | -15.7% | -11.3% | -4.4% | -13.2% |
| YTD | -27.4% | -4.4% | -23.0% | -27.2% |
| 1Y | -11.4% | -15.7% | +4.3% | -7.7% |
| 3Y | +457.8% | +47.7% | +410.1% | +368.9% |
| 5Y | +343.0% | -19.2% | +362.2% | +346.3% |
| 10Y | +848.1% | +280.4% | +567.7% | +493.2% |
| All | -23.5% | +4,423.0% | -4,446.4% | -74.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling