+877.2%
INSM vs URI
+1,196.9%
-319.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.3% | +1.8% | +2.6% |
| 7D | +1.7% | +5.0% | -3.3% | -0.2% |
| 30D | -4.4% | -9.4% | +5.0% | -0.8% |
| 3M | +30.0% | -5.8% | +35.9% | +32.1% |
| 6M | -10.0% | +25.8% | -35.8% | -19.7% |
| YTD | -26.0% | +27.9% | -53.9% | -35.2% |
| 1Y | -12.5% | +9.7% | -22.2% | -18.9% |
| 3Y | +390.5% | +128.0% | +262.5% | +211.6% |
| 5Y | +357.7% | +212.4% | +145.3% | +138.6% |
| 10Y | +877.2% | +1,271.8% | -394.6% | +125.2% |
| All | +877.2% | +1,196.9% | -319.7% | +125.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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