-39.8%
INSM vs SPXU
-30.4%
-9.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.9% | +10.2% | +4.4% |
| 7D | +13.4% | +2.2% | +11.3% | +13.9% |
| 30D | +5.9% | +3.8% | +2.2% | +6.8% |
| 3M | +11.4% | +3.3% | +8.1% | +12.2% |
| 6M | -21.4% | -16.7% | -4.7% | -23.5% |
| YTD | -36.8% | -28.6% | -8.2% | -41.6% |
| 1Y | -39.8% | -30.6% | -9.2% | -44.1% |
| All | -39.8% | -30.4% | -9.5% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling