+380.3%
INSM vs SPXU
-79.4%
+459.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -0.7% |
| 7D | +0.5% | +6.4% | -5.9% | +2.0% |
| 30D | -4.0% | +5.9% | -9.9% | -2.5% |
| 3M | +38.5% | -11.7% | +50.2% | +34.4% |
| 6M | -11.5% | -28.7% | +17.2% | -17.7% |
| YTD | -26.9% | -26.4% | -0.5% | -31.3% |
| 1Y | -12.8% | -35.2% | +22.5% | -20.5% |
| All | +380.3% | -79.4% | +459.7% | +252.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling