-39.8%
INSM vs URA
-32.2%
-7.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.1% | +6.4% | +5.5% |
| 7D | +13.4% | -10.5% | +24.0% | +15.6% |
| 30D | +5.9% | -18.6% | +24.6% | +10.0% |
| 3M | +11.4% | -23.0% | +34.4% | +16.7% |
| 6M | -21.4% | -40.3% | +18.9% | -14.1% |
| YTD | -36.8% | -23.5% | -13.3% | -33.1% |
| 1Y | -39.8% | -31.1% | -8.7% | -34.7% |
| All | -39.8% | -32.2% | -7.7% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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