+833.7%
INSM vs TRMB
+121.9%
+711.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.2% | +0.9% |
| 7D | +2.5% | -3.0% | +5.5% | +4.1% |
| 30D | -2.2% | +2.3% | -4.5% | -3.8% |
| 3M | +33.8% | +15.3% | +18.5% | +22.3% |
| 6M | -7.2% | -14.7% | +7.5% | -0.5% |
| YTD | -25.6% | -26.4% | +0.8% | -14.5% |
| 1Y | -11.2% | -30.4% | +19.2% | +4.4% |
| 3Y | +388.3% | +13.5% | +374.8% | +306.7% |
| 5Y | +376.6% | -38.6% | +415.2% | +471.8% |
| All | +833.7% | +121.9% | +711.8% | +289.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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