-39.8%
INSM vs TROW
+17.3%
-57.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.0% | -0.6% | +4.0% |
| 7D | +13.4% | +8.2% | +5.2% | +11.5% |
| 30D | +5.9% | +8.3% | -2.4% | +4.2% |
| 3M | +11.4% | -1.6% | +13.0% | +11.3% |
| 6M | -21.4% | +11.9% | -33.3% | -23.5% |
| YTD | -36.8% | +14.3% | -51.1% | -40.3% |
| 1Y | -39.8% | +17.0% | -56.8% | -42.2% |
| All | -39.8% | +17.3% | -57.1% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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