+833.7%
INSM vs TRI
+196.2%
+637.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.2% |
| 7D | +2.5% | -7.9% | +10.4% | +4.9% |
| 30D | -2.2% | -4.5% | +2.3% | -1.3% |
| 3M | +33.8% | +22.1% | +11.7% | +22.9% |
| 6M | -7.2% | -2.8% | -4.4% | -8.8% |
| YTD | -25.6% | -23.4% | -2.2% | -19.6% |
| 1Y | -11.2% | -41.5% | +30.3% | +9.9% |
| 3Y | +388.3% | -19.2% | +407.5% | +364.4% |
| 5Y | +376.6% | -9.4% | +386.1% | +308.6% |
| All | +833.7% | +196.2% | +637.5% | +381.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling