-23.5%
INSM vs RY
+4,274.5%
-4,298.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.1% |
| 7D | +6.5% | +3.1% | +3.4% | +4.8% |
| 30D | +27.5% | -0.3% | +27.9% | +27.7% |
| 3M | +20.4% | +8.7% | +11.7% | +14.8% |
| 6M | -15.7% | +28.5% | -44.3% | -26.8% |
| YTD | -27.4% | +25.1% | -52.6% | -36.2% |
| 1Y | -11.4% | +46.3% | -57.7% | -28.8% |
| 3Y | +457.8% | +154.9% | +302.9% | +226.7% |
| 5Y | +343.0% | +140.3% | +202.7% | +166.9% |
| 10Y | +848.1% | +377.0% | +471.1% | +306.1% |
| All | -23.5% | +4,274.5% | -4,298.0% | -92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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